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.