Tools

Tools and Loan Calculators

Here are some useful tools if you’re an agency owner and you’re considering building your agency through either acquisition or organic growth. Our Lending Advisors are always available to discuss this with you, or to walk you through these tools as you consider the right growth path for your agency.

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Loan for Insurance Agencies: Year End Strategies

Insurance agencies have a unique window of opportunity to leverage lending strategies that not only ease tax burdens but also fuel growth for the coming year.

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Funding Your Agency’s Growth: Equity or Debt?

There is little argument that if you can double your agency’s premium book, the inherent renewal economics will more than double income.

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How Insurance Agency Owners Can Secure Loans

Understanding the factors lenders consider can position your agency for success and help you navigate the loan process effectively.

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