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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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...
Current Interest Rate Environment & Agency Acquisitions: Strategic Approaches for 2025
Current Interest Rate Environment & Agency Acquisitions Strategic Approaches for 2025 July 7, 2025 The insurance and financial advisory...
Navigating Economic Headwinds: Why Specialized Funding Matters More Than Ever
Navigating Economic Headwinds Why Specialized Funding Matters More Than Ever June 2, 2025 In today's complex economic landscape, insurance agencies...