Loans Secured By Value of the Book
Whether you are looking to expand a business, purchase another agency, or have general liquidity concerns, Waterfield Bank will work with you to structure a financial solution that meets your strategic goals. In fact, we can loan agencies money more often than other banks because we understand your business and the revenue stream.

Financing Options to Fund Growth
- Agency Financing
- Extensive financing to support agency acquisition
- Expansion funding for satellite offices
- New producer loans
- Perpetuation financing
- Amortization for up to 15 years; Rate lock up to 5 years.
Lines of Credit
- To stabilize monthly commission variances
- To cover unexpected expenses
- Funds that are easily accessed by debit card
Agency Financing
- A wide range of credit arrangements to acquire commercial properties
- Qualified Small Business Administration (SBA) Lender

Business Credit Cards
Credit cards give you enhanced purchasing power and financial flexibility. Waterfield Bank offers a variety of credit cards, ideal for your agency or policyholders.

Apply for a loan

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For more information please contact us at 1-877-992-4700.

Mail application to:
Waterfield Bank
18881 Von Karman, Suite 1700
Irvine, CA 92612

Fax application to:
317-848-9400