We are looking for small regional banks that can offer a lending program for our clients to finance their life insurance policies. We have been in business and lending for the last 20 years with larger national banks, but prefer to works with smaller banks as they are more focused on customer service and client relationships. The asset they would be lending on is a cash value rich lie insurance policy from an A rated or better carrier and the bank would be fully secured with an assignment on the policy and additional collateral pledged to the bank as needed.
Jul 08, 2022