Leverage the value held in your business
Access Capital provides a unique financial solution for Life and Health insurance agents and agencies, enabling them to convert their books of business and future commission streams into immediate, debt-free capital. Since our founding in 2007, we have delivered over $300 million in debt-free capital to agents and agencies.
Use your capital for anything you need!
- Pay down debt
- Retire
- Hire agents
- Reward yourself
Who We Serve
Retiring Agents
If you are looking for succession planning or an exit strategy, you have the option to sell your entire book of business for a lump-sum payment.
Active Agents
Still working in the industry but need capital? We can facilitate partial book sales to expand your business, pay off debts, or address other financial needs.
Agent Services We Provide
Valuations
We collaborate with agents to collect relevant data, then determine the present value of the book of business — at no additional cost.
Debt-free Capital
After a valuation is complete, we provide agents with a path to upfront capital without the burden of loans or interest payments.
Retirement Off-ramp
With Access Capital, agents can leverage the value they’ve created in their business to fund their retirement plans or other future endeavors.