When seeking capital needed for expansion or acquisition (or other needs), many current and prospective agency owners and financial advisors think traditional bank business loans are their only option. By limiting themselves to conventional bank loans, insurance agency owners and financial advisors subject themselves to painfully slow and archaic lending practices, low lending limits, and loan products that often times don’t meet their unique needs.
Capital Resources doesn’t simply provide financial advisor loans and insurance agency loans to Allstate and independent agents. We leverage our expertise to work with each of our customers individually to develop a custom loan product to achieve their goals.
When choosing a lender, choose a lender knowledgeable of your industry and who already provides loans that are suited to your needs and business goals. Lenders, like Capital Resources, which specialize in insurance agency loans and wealth advisory practice loans, cater directly to professionals like you. If you are interested in obtaining a loan for your current or future Allstate agency, independent insurance agency, or financial advisory practice contact an industry expert at Capital Resources.