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

​Independent agency owners have needs that differ from captive agents. We understand that working with multiple carriers often requires the availability of different lending options, a wide variety of loan term lengths, and the need for highly customized loan options. At Capital Resources, we offer Independent agency owners the means obtain the capital they need to buy a new book of business, support expansion, or to refinance existing agency debt. If there is a need for capital, Capital Resources can create the lending product needed for independent success.

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. 

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