FDIC-Insured—Backed by the full faith and credit of the U.S. Government

InsurBanc’s Keith Mangini and Scott Freiday speak on what documents insurance agencies should expect to submit when applying for agency financing.  Financial forms include the agency’s tax returns and financial statements, along with the agency principals’ personal tax returns and financial statements.

Click here to learn more about what you should expect.

Important Notice

InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.

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"The State of the Insurance Industry" Webinar
Wednesday, April 15, 2026
Join the discussion as we explore AI and the soft P&C market’s impact on agency valuations and the M&A marketplace.
Click here to learn more and register!
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