Insurance Agency Loan

If you are seeking an insurance agency SBA 7(a) or conventional loan, I offer direct loans for insurance agency acquisitions, recapitalizations and working capital loans.

I offer both SBA and conventional loans to Allstate and Farmers insurance agencies; as well as independent insurance brokerages throughout the entire United States.

Please email me at and I will respond promptly.  In order to assist you, it is very important that your email contains the below key information. 

  • Your full name and full contact info typically found in your email signature line
  • Number of years that your insurance agency or brokerage has been in business
  • Size of your agency in terms of latest annual commission revenue
  • Are you seeking an SBA loan or conventional loan?
  • Loan amount needed? Minimum loan amount is $300,000
  • Loan purpose