American Association of Insurance Management Consultants

Live Oak Bank

Live Oak Bank is a leading small business lender offering financing solutions to select industries nationwide. The Insurance industry division focuses on agents, MGAs, wholesalers and program administrators. 

About Live Oak Bank

  • Insurance Expertise: Our lending team has extensive experience working in the insurance industry. We understand your business.
  • Cash Flow LendersThe 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 without real estate has a 10 year term, rate between 5% - 6%, and no prepayment penalty. Longer terms are available for real estate loans.
  • Preferred Lender with the SBA Experience an efficient process that provides fast closings. Most loans close within 60 days.  
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Insurance Specific Services

  • Financing for acquisitions, refinance, working capital, real estate and other needs.