Life Insurance Solutions for Business Owners
As a business owner, your biggest asset is your momentum. Yet banks often hinder progress with restrictive terms. Small Business Administration loans exist to fix this disconnect.
Start a conversation
how it works
We can help you meet life insurance requirements for SBA loans
When applying for an SBA loan, a life insurance policy with a collateral assignment is required. A closing deadline adds a sense of urgency, but we can help you navigate.
FOR BORROWERS
Expedited underwriting in a timely manner
We support business owners and lenders by helping coordinate the insurance requirements associated with SBA loans. We do this by:
Securing the required life insurance coverage in support of closing timelines
Coordinating collateral assignments so they are completed and recorded promptly upon policy approval
Clear and meaningful communication with the Lending Team to help support a smooth closing process
Working closely with underwriters and service teams to help facilitate efficient processing
Coordinating with insurance carriers experienced in supporting SBA loan‑related insurance needs
Helping clients maintain required policies, remain active, and in good standing once issued
FOR LENDERS
Faster closings. Less paperwork.
Lenders may refer borrowers to us for SBA loan life insurance to help support smooth closings at no extra cost and no trailing paperwork. Lenders may also receive duplicate premium notices and reminders to help support policy monitoring and comply with SBA Right-To-Cure requirements.
Who to call
Andrew Starfield and Anna Dinh are available to discuss your next steps.
