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Legacy Insurance Services, LLC — SBA Loan Record (Omaha, NE) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NE

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SBA lending record

Legacy Insurance Services, LLC

405 N 115TH ST, Omaha, NE 68154 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2022

On record

5

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Legacy Insurance Services, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$100,000 — FY2022

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Paid in full
Rate at approval: 4.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/7/2022
First disbursement: 1/21/2022
Days to fund: 14 days
Paid in full: 2/28/2026
Collateral: Required
Jobs supported: 5
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Northwest Bank
Address: 405 N 115TH ST
City: Omaha, 68154
County: Douglas
SBA district office: NEBRASKA DISTRICT OFFICE
Congressional district: 2

The lender

Northwest Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Nebraska Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Nebraska

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Today's Benefits Inc

Elkhorn, NE· ~5 mi

Insurance Agencies and Brokerages

$183K
SBA financing: ≈ $359K–$598K
Est. revenue (rough)

DBA SHERMAN P. WILLIS INSURANCE AGENCY

Omaha, NE· ~3 mi

Insurance Agencies and Brokerages

$175K
SBA financing: ≈ $343K–$572K
Est. revenue (rough)

Barry & Associates LLC

Omaha, NE· ~4 mi

Insurance Agencies and Brokerages

$145K
SBA financing: ≈ $284K–$474K
Est. revenue (rough)

Covenant Financial Group, Inc.

Elkhorn, NE· ~7 mi

Insurance Agencies and Brokerages

$73K
SBA financing: ≈ $143K–$239K
Est. revenue (rough)

Iverson Integrity Services, LLC

Omaha, NE· ~8 mi

Insurance Agencies and Brokerages

$144K
SBA financing: ≈ $282K–$471K
Est. revenue (rough)

GRZYWA INC

Papillion, NE· ~9 mi

Insurance Agencies and Brokerages

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Legacy Insurance Services, LLC in Omaha, NE (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $100K
On record FY2022
5 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Omaha, NE
Lender: Northwest Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NE for ~$100k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/legacy-insurance-services-llc-ne
API:: https://dealroom.so/api/public/businesses/legacy-insurance-services-llc-ne
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Legacy Insurance Services, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Legacy Insurance Services, LLC.