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 Do Lenders Define Risk?
How Do Lenders Define Risk? The primary consideration for lenders when evaluating a new insurance agency loan is risk. If you are considering a loan...
Evaluating Your Options for an Insurance Agency Lender
Evaluating Your Options When Choosing an Insurance Agency Lender Who you get a loan from can be just as important a consideration as what kind of...
Agency Acquisition: Things to Consider
Are you thinking about buying an insurance agency? Here are some things to consider. Are you prepared?Being prepared consists of 3 main...
Customer Experience Survey Results.
Customer Experience Survey Results for 2017 and 2018. In 2017, Capital Resources began surveying each new and existing customer who obtains an...
Why Do I Need Life Insurance for an Insurance Agency Loan?
Why Do I Need Life Insurance for an Insurance Agency Loan? There is a lot that goes into applying for and obtaining a business loan for your small...
Securing a Loan for Your Insurance Agency Shouldn’t be a Complicated Mess
Obtaining a business loan for your insurance agency shouldn’t be so confusing... ...unfortunately it can be. When evaluating your loan options...