INSURANCE AGENCY AND FINANCIAL ADVISORY LOAN INSIGHTS
At Capital Resources, our goal is to provide you with information and learnings from our experts, insurance agency and financial advisory loan insights, that have a combined 80+ years of Financial Advisory and Insurance Agency Lending experience. We strongly encourage conversation and would love to hear your thoughts on these topics. What challenges are facing you, the agency owner? Let us know by connecting with us on
Video Content
Why Choose Capital Resources? Cash Flow
Why Choose Capital Resources? Better Cash Flow.For most insurance agency owners, the single most important factor to them when considering an...
Why Choose Capital Resources? Our Focus
At Capital Resources, we specialize in making loans to current and aspiring insurance agency owners. In fact, its all we do.You are our focus. At...
Why Choose Capital Resources? Our Commitment
You will not find a lender more committed to lending to current and aspiring insurance agency owners than Capital Resources.We’re in it for the long...
Why Choose Capital Resources? We Believe in You
Why Choose Capital Resources as Your Agency Lender? We Believe In YouWe won’t require that you ask Uncle Sam for help. Many of the banks that have...
Why Choose Capital Resources? We Provide Real Solutions
Why Choose Capital Resources for Insurance Agency Loan? We Provide Real Solutions.At Capital Resources, we don’t use a one size fits all approach....
Written Content
How to Finance Office Expansion as a Financial Advisor
How to Finance Office Expansion as a Financial Advisor Office expansion represents a significant milestone for growing financial advisory firms....
How to Prepare Your Insurance Agency for Expansion
How to Prepare Your Insurance Agency for Expansion Growth through acquisition represents one of the most direct paths to scaling an insurance...
Interest Rates in 2026: Why Waiting Could Cost You More Than Acting Now
Interest Rates in 2026: Why Waiting Could Cost You More Than Acting Now As we move through 2026, business owners are asking a critical question:...
How Independent Insurance Agency Owners Can Use Working Capital Loans to Cover Tax Bills
How Independent Insurance Agency Owners Can Use Working Capital Loans to Cover Tax Bills For most independent insurance agency owners, Q1 is the...
TPP Smart Loans Explained: What Allstate Agents Need to Know
TPP Smart Loans Explained: What Allstate Agents Need to Know If you own an Allstate agency and have built up equity in your Termination Payment...
What is the Difference Between Loan Brokers and Direct Lenders?
What is the Difference Between Loan Brokers and Direct Lenders? When you start searching for insurance agency financing or a new loan for your...
What Buyers Look For in an Insurance Agency Acquisition
What Buyers Look For in an Insurance Agency Acquisition When buyers evaluate an insurance agency acquisition, they look past the revenue number. The...
Why Your EIDL Loan Could Prevent You From Getting Another Business Loan
Why Your EIDL Loan Could Prevent You From Getting Another Business Loan Many business owners took SBA EIDL loans during COVID without realizing the...
The Best Loans for Independent Insurance Agencies in 2026
The Best Loans for Independent Insurance Agencies in 2026 If you're an independent insurance agency owner looking to acquire a book of...
Top 5 Myths About Selling Your Insurance Agency
Top 5 Myths About Selling Your Insurance Agency Selling your insurance agency can feel like a big step. You’ve built strong client...