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
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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...
What Is a Working Capital Loan?
What Is a Working Capital Loan? A working capital loan is a type of short-term funding that helps business owners pay for everyday...
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...