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 Choose the Right Lender for Your Insurance Business
How to Choose the Right Lender for Your Insurance Business If you’re thinking about buying an insurance agency, expanding your book of...
How to Sell Your Insurance Agency: A Step-by-Step Guide
How to Sell Your Insurance Agency: A Step-by-Step Guide Thinking about selling your insurance agency? You’re not alone. Many agency owners...
Loan Options for Investment Advisors Looking to Grow Their Practice
Loan Options for Investment Advisors Looking to Grow Their Practice If you're a registered investment advisor (RIA), you've worked hard to build...
How to Close on a New Insurance Agency or Financial Advisory Practice by End of 2025
How to Close on a New Insurance Agency or Financial Advisory Practice by End of 2025 If your goal is to buy an insurance agency or launch an...
Seller Financing vs Traditional Lending for Insurance Agencies
Seller Financing vs Traditional Lending for Insurance Agencies Thinking about buying or selling an insurance agency? You’re not alone. Many agency...
Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year
PRESS RELEASESeptember 16, 2025 Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year The firm is on...
Working Capital Loans for Independent Insurance Agents
How Working Capital Loans Help Independent Insurance Agencies Compete Running an independent insurance agency is a rewarding but challenging job....
A Complete Guide to Financing Options for Registered Investment Advisors
A Complete Guide to Financing Options for Registered Investment Advisors If you're an established registered investment advisor (RIA), financing can...
Beyond Traditional Banking: Alternative Funding in Today’s Restrictive Lending Environment
Beyond Traditional Banking Alternative Funding in Today's Restrictive Lending Environment August 1, 2025 For insurance agency owners and financial...
Market Volatility and Practice Growth: Expanding Despite Economic Uncertainty
Market Volatility and Practice Growth Expanding Despite Economic Uncertainty August 4, 2025 Market volatility has become a defining characteristic...