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, a working capital loan, or working on a succession plan, 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 understand the Allstate model and the unique needs of its agency owners. For more than 20 years, we’ve helped Allstate agents across the country finance acquisitions, fund perpetuation plans, and strengthen working capital.
Our lending approach is built around your business — no unnecessary collateral, no lengthy underwriting, and a process designed to move at your pace. Whether you’re acquiring another book of business or preparing for succession, we structure loans that help you grow with confidence.
Independent Agency Owners
Independent agencies operate differently, and your financing should reflect that. Capital Resources understands multi-carrier relationships, producer growth, and the need for flexible terms. For more than 20 years, we have helped independent owners acquire books of business, fund succession plans, and strengthen working capital so growth stays in your control.
Typical ways independent owners use our financing: acquisition, succession and perpetuation, working capital for staffing and marketing, and debt consolidation to simplify repayment.
Financial Advisory Firm Owners
Financial advisors need lending solutions that align with how their practices grow and operate. At Capital Resources, we provide financing tailored to the needs of independent and registered investment advisory firms, including practice acquisitions, ownership transitions, and working capital for expansion.
Our experience in the financial services industry allows us to understand the regulatory environment and revenue structures that shape your business. Whether you are buying another firm, refinancing debt, or investing in new technology and staff, our goal is to make the lending process simple, flexible, and dependable.