A lending program designed specifically for advisors, portfolio managers & investment managers
Growth requires capital. Care Lending Group’s Financial Advisor lending program was created for independent agents and financial planners interested in scaling your practice, allowing you to expand capacity while managing cash flow to ensure sustainable growth.
Purchase a practice or book of business
Accelerate an acquisition for succession planning
Buy out a partner
or shareholder
Purchase commercial
real estate
Finance leasehold
improvements
Buy agency management systems or equipment
Advantages to the Advisor
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Increase the percentage of the transaction that can be funded in cash at closing
- Allow independent advisors to be competitive bidding on books that become available
- Provide capital to an under-serviced market
Have you heard about our high-leverage lending solutions for Cash Surrender Value Insurance Policies?
Here at CLG, we offer tailored high-leverage lending solutions designed to maximize the benefits of your Cash Surrender Value (CSV) insurance policies. Whether you are looking into an Insured Retirement Plan (IRP) or an Immediate Financing Arrangement (IFA), we provide the expertise and support you need. Contact us today to discuss how we can help with bespoke long-term solutions