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Lending Solutions

Premium Finance

Retain your investments, continue to grow.

To grow your business you need a bank that understands your objectives and is dedicated to helping you achieve them. We'll design a financing program for your insurance-based risk management and funding solutions. We deliver insurance asset-based loans between $500,000 and $50 million for estate planning, retirement, special needs liquidity, business planning and long-term insurance asset accumulation. Explore our customized financing through fully collateralized credit facilities.

Loan Options

We provide floating rates, caps, collars and fixed-rate options with off-the-shelf terms that are generally an exception from other financing providers.

Loan Requirements

Insurance carrier-approved, we can provide up to 100% advance rate on cash surrender values. We typically close transactions within 2 weeks of execution of term sheet.

Quick to close

Two-Week Turnaround

We typically close transactions within 2 weeks of execution of your term sheet. If you need to close quickly, we can help.

Explore an example

Let's Connect

John Dixon

Managing Director
Premium Finance
Chicago, IL

Thomas Yaeger

Managing Director
Premium Finance
Los Angeles, CA