Insurance Banking

You back your clients-we back you

Whether you are growing your business with current clients or bringing on new agents or advisors, Signature Bank provides the financial tools to help you achieve your growth goals. We offer competitive pricing and fast loan processing to keep your business moving.

Our expert bankers have a deep understanding of the insurance industry’s complexities and provide customized banking solutions that empower agencies and advisors to expand, invest and manage capital efficiently. With a proven history of successful partnerships, we help you leverage your business’s value for future investments.

Wealth management advisors

Financial
advisors

Insurance
agents

RIAs – Registered Investment Advisors

Lending solutions built for long-term success 

Managing liquidity while maintaining profitability can be a challenge, especially in a fluctuating market. Signature Bank provides strategic financing options to help you with access to capital, cash flow management, succession planning and investment for future growth. Our tailored lending solutions support a range of needs, from everyday operations to major investments.
We can help you with: 

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Working capital lines of credit

Leverage vested renewals for immediate cash flow
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Partner buy-in financing

Secure funding to transition ownership seamlessly
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Acquisitions lending

Expand by financing new business opportunities
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Premium financing for estate planning

Customized solutions to fund high-value policies for your clients

Specialized services to help your clients access liquidity 

Talk with your advisor about financing solutions that offer the liquidity
you need while preserving your long-term portfolio strategy.

Life insurance-based line of credit (LBLOC)

We offer industry-leading advance rates on securities-backed and cash value life insurance lending. Your clients can obtain quick access to cash right when they need it.

Securities-based line of credit (SBLOC)

We provide lines of credit secured by investment portfolios, giving clients access to liquidity while keeping their assets invested.

Why insurance professionals bank with us

At Signature Bank, we take pride in delivering more than just financial solutions—we build lasting partnerships through dedicated, relationship-based banking to help you grow and succeed.

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Customized financial strategies

Work with experienced bankers who provide tailored solutions that fit your business
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Competitive lending rates

Gain access to industry-leading advance rates on insurance-backed and securities-backed lending
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Efficient digital banking

Manage accounts seamlessly with a sophisticated online platform built for financial professionals
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No loan minimums

Secure financing that’s scalable to your needs without restrictive thresholds

Contact us 

Learn more about how Signature Bank can assist you
with insurance banking needs. 

Contact us today.

Matt Taylor

Vice President, Commercial Banking
mtaylor@signaturebank.bank
847.268.1037

Let our Signature Bank team assist in reaching your business goals and aspirations.

Contact us for more information.