Live Oak Bank

Point of Contact: Covington Carlson, Loan Officer & Ryan Lattanzio, Associate Loan Officer

Available Services: Conventional & SBA Business Loans, Savings & Checking

Live Oak Bank believes your business is unique, so your financial solutions should be too. That’s why we offer tailored financing solutions to meet your specific needs, not ours. We offer loans, business checking and business savings for independent insurance agencies nationwide. Our diverse loan products include SBA and conventional loans, ranging from $10,000 to $100 million. Live Oak’s dedicated insurance lending team is by your side, guiding you every step of the way to secure the right financial solutions for your agencies enduring success.

Member FDIC

We’re Not Most Banks

• Loans starting at $10,000
• Expedited process for loans under $500,000
• Conventional & SBA loan options
• Cash flow driven lending with flexible down payment options
• 10-year loan terms, no prepayment penalties (longer terms for real estate)
• Flexible and efficient closings to meet borrowers’ needs
• Extensive financing options with competitive rates, no balloons, and no covenants
• Technology-based lending platform streamlines the process with minimal paperwork
• Consultative relationship that continues after your loan has been financed