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.
Lending Solutions
Premium Finance
Retain your investments, continue to grow.
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.
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Thomas Yaeger
Managing Director
Premium Finance
Los Angeles, CA
310.887.8504
