Specialized Lender Insights Bolster Agency Loan Requests

At some point in an agency's life, an owner might need to approach a lender to secure working capital, finance perpetuation plans, or even acquire another agency. While corporate lenders provide similar services to all businesses, insurance agencies have unique needs that require special attention.

An agency executive will want to be careful about where they choose to bank, and mindful of what ultimately makes the agency "bankable."

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