Acquisition/Perpetuation Loans
When you’re ready to make a move,
we’re ready to make it easier.

Ready to take your agency to the next level? InsurBanc understands the value of your insurance business and offers creative lending solutions to meet the needs of agency entrepreneurs, whether you are:

  • passing the agency on to the next generation, or
  • purchasing another agency

And, just like no two agencies are alike, the perpetuation/acquisition structures we offer are just as unique. We have the expertise in perpetuation lending to help your plans become a reality. Possible structures include:

  • Personal buy-outs
  • Deferred compensations
  • Stock redemptions
  • Trusts
  • Leveraged ESPs
  • Recapitalizations

As with any business loan from InsurBanc, you can be confident that we understand your business and will structure the financing that’s right for you and your agency’s future.


InsurBanc Hours
Monday - Friday 8:30am - 5:00pm EST
NMLS# 406399