WHO WE LEND TO
Capital Resources offers insurance agency loans and financial advisory loans that cater directly to the needs of both future and current Allstate and Independent insurance agency owners, as well as financial advisors. So whether you are interested in an acquisition loan, refinancing existing insurance agency debt, or a working capital loan, Capital Resources has a lending option suited to fit your needs.
How We Offer Superior Lending
Not only do we have the right lending products, but we also have a deep understanding of the insurance and financial advisory industries. This allows Capital Resources to offer superior products, tailored service, and even insight into our customers’ future success.
Our Focus Results in Speed
We tailor our insurance agency and financial advisory loan products by listening to the needs and goals of the customer. Then we work to determine what loan variables work best together to help meet those needs.
Allstate Agency Owners
At Capital Resources, we know Allstate. With our unique lending products, Allstate agents are able to purchase new agencies without having to offer personal collateral. We keep the approval process streamlined, allowing you to focus on what is important to your business.
Independent Agency Owners
Financial Advisory Firm Owners
With our unique lending products, we’re able to produce the premier solution for your lending needs. Financial Advisor practice owners are able to purchase new firms, refinance current debt, or provide capital to securely expand operations. At Capital Resources, we offer streamlined services so that you can focus on what’s important to your business. If there is a need for lending need, Capital Resources will create the perfect solution to you and your business.