Live Oak Bank

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We’ve partnered with Live Oak Bank – a leading small business lender – to provide our agency partners access to their best-in-class financing solutions to keep independent insurance agents independent.

  • Insurance Expertise: Lending team that has extensive experience working in the insurance industry. They understand your business.
  • Cash Flow Lenders: The asset of an insurance agency is the book of business.
  • Use of Loan Proceeds: Acquisition, Refinance, Working Capital, Real Estate
  • Competitive Rates and Terms: Typical agency acquisition w/o Real Estate would have a 10-year term, rate between 5.5%-6.5% and no pre-payment penalty. Longer terms available for real estate loans.
  • Preferred Lender with the SBA: Lending process ensured an efficient process that provides for fast closings and funding. Most loans close within 60 days.

Watch Live Oak Bank’s on demand webinar (Financing for Your Agency) for more information on its capabilities and industry expertise.

For more information check out their website at