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Universal Planning Insurance — SBA Loan Record (Brooklyn, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

Universal Planning Insurance

185 Marcy Ave #240, Brooklyn, NY 11211 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2024

On record

6

Jobs supported

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

Is Universal Planning Insurance 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

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $375,000 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/22/2024
First disbursement: 9/1/2024
Days to fund: 41 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Readycap Lending, LLC
Address: 185 Marcy Ave #240
City: Brooklyn, 11211
County: Kings
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 7

The lender

Readycap Lending, LLC

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 New York Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New York

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.

Mendy Kaufman

Brooklyn, NY· ~0 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

David Cohen

Brooklyn, NY· ~0 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Gold River Brokerage LLC

Brooklyn, NY· ~1 mi

Insurance Agencies and Brokerages

$405K
SBA financing: ≈ $794K–$1.3M
Est. revenue (rough)

Wolf Perl DBA Universal Planning Insurance

Brooklyn, NY· ~0 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Wolf Perl

Brooklyn, NY· ~0 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Joel Heller

Brooklyn, NY· ~0 mi

Insurance Agencies and Brokerages

$743K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Universal Planning Insurance in Brooklyn, NY (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 $500K
On record FY2024
6 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Brooklyn, NY
Lender: Readycap Lending, LLC

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NY for ~$500k 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/universal-planning-insurance-ny
API:: https://dealroom.so/api/public/businesses/universal-planning-insurance-ny
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 Universal Planning Insurance 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 Universal Planning Insurance.