LENDING PROGRAM
• Insurance professionals in the lending business - Our knowledge of our client’s industry provides us with the ability to see beyond traditional lending boundaries and understand the unique nature of their insurance business.
• Long term relationships with clients and industry professionals - At Brooke Capital Advisors, our transactions go well beyond a basic business deal. We have a personal relationship with our clients and fully recognize that their business is their life and their legacy.
• Loan Success: Portfolio over $189,000,000.00 - By concentrating on small to moderate size insurance businesses, we have acquired a unique understanding of the industry of insurance agencies, carriers, MGAs and wholesalers work.
Typically 30 Days - Start to Finish

Submission:
• Loan Application
• Business Plan
• 3 Years:
- Historical Financials
- Tax Returns
- Pro Forma Financials
• Personal Financial Statement
• Drivers License Copy
(Patriot Act)
Funding:
Enabling wealth
for entrepreneurs
Collateral Preservation:
• Ongoing monitoring of every client.
• Beyond debt covenants operations, revenues, and loss experience.
• Contract Status
• Retail Production
• Engage industry professionals, outside 3rd party assistance as appropriate.
• Monthly scorecard and credit review.