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The PrivateBank’s Insurance Industry Banking team brings many years of experience and industry-specific expertise to assist insurance companies and agencies like yours in reaching financial and operational goals.

Our industry insight, extensive regulatory understanding and relationship-based approach means we can serve as a sounding board and advisor.

Banking Services

We provide lending services and term loan solutions to insurance holding companies and brokers nationwide. We know you need to be flexible when opportunities arise, so we can provide advances to allow for ownership changes and perpetuation or acquisitions of books of business.

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Term Loans & Revolvers for acquisitions & OpCo surplus

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Term Loans for acquisitions and agency perpetuation

Additional Services

Our insurance industry experience allows us to be creative in assembling the products and services you need to keep your company growing. We can provide customized treasury management, custody and escrow services, and interest rate and foreign currency risk management solutions.

Plus our Private Wealth team can assist or provide referrals in estate planning for high-net-worth policy holders.

Our Clients

We work with companies located throughout the Midwest, and nationwide on a select basis:

  • Property & Casualty Companies
  • Life Insurance Underwriters
  • Brokers
  • Title Insurance Companies
  • Extended Warranty Underwriters
  • Health Insurance Underwriters
  • Commercial Agencies
  • Personal Lines Agencies
  • Premium Finance Companies

All loans and other extensions of credit are subject to credit approval.

Certain foreign exchange and interest rate products are offered only to “eligible contract participants” as defined in applicable Federal laws. Certain products subject to credit approval. Foreign exchange and interest rate products are not FDIC insured; not deposits or obligations of, or guaranteed by, The PrivateBank; and are subject to investment risk, including loss of principal.

Not FDIC insured; not deposits of, and not guaranteed by The PrivateBank; investments subject to risk, including possible loss of principal.

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