Agency Lending
Agency Lending
Our dedicated insurance banking specialists know this industry well. They take the time to understand each agency’s unique needs, in order to provide consultative guidance on the right financial solutions to help agents and brokers grow their business. We also offer so much more. Through our parent company Wintrust, you’ll have access to our full suite of financial solutions, including premium financing. You won’t have to look anywhere else for the sophisticated tools, like the ones below, that help you run and grow your agency.
AGENCY LENDING
We offer your agency:
- Insurance premium financing
- Multi-million-dollar senior loan facilities, including lines of credit and term loans
- Competitive rates and flexible terms
- Simpler and faster financing
- Customized options
- An understanding of your enterprise value and cash flow nature of your business
- Loan syndications capability when loan facilities approach $50 million+
- Participation in multi-bank jumbo debt facilities
- Employee stock ownership plan financing
- Small Business Administration financing
- Treasury management and depository services, and corporate credit cards
- Wealth management and 401(k) services
Flexible lending and funding solutions for:
- Business growth
- New producer hires
- Team lift-outs
- Book of business purchases
- Acquisitions and mergers
- Agency perpetuations
- Partner buyouts and shareholder financing
- Refinancing and recapitalizations
Meet the Team
Lena Dawson
Senior Vice President
Shane Bryant
Vice President
Diane Baer
Assistant Vice President
Patrick Kelly
Portfolio Manager
Nicole Borissenkov
Senior Client Support Professional
Premium financing designed for you
Our premium financing experts get to know your agency to provide flexible, customized solutions to meet your unique needs, all in one place. To learn more about premium financing services we offer, please visit the FIRST Insurance Funding page.
TREASURY MANAGEMENT
Maximize your business strategy
TREASURY MANAGEMENT
Maximize your business strategy
With our best-in-class client service and sophisticated products, we’re able to help you meet and exceed business goals.
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
The shift to an ESOP can cause changes in your company’s cash flow. Our experienced team is here to guide you through the process.
LOAN CAPITAL MARKETS
Complex tools to keep your business running
LOAN CAPITAL MARKETS
Complex tools to keep your business running
Our team has the sophisticated solutions and the unmatched knowledge you need to set your business up for success.
FIRST Insurance Funding and Wintrust Insurance Banking are divisions of Lake Forest Bank & Trust Company, N.A., a Wintrust Community Bank.
Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042
©Wintrust 2021 | All Rights Reserved
Banking products provided by Wintrust Financial Corp. banks.
©Wintrust 2021
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