55+ funded Farmers Insurance Agent Appointment Agreement deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

CRFTPFJAF, INC. in Fairfield, CA — $386K (2026) · purchase · Citizens Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $289K (75%)
Approval → funding: 10 days
Approved: 1/26/2026
First disbursed: 2/5/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $429K
Est. down payment (10%): $43K
Est. cash at closing: $57K
Monthly payment: $4,991
Annual debt service: $60K
Cash flow needed (1.25×): $75K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by Citizens Bank · Lender record →

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Nakagawa Insurance Agency LLC in Denver, CO — $217K (2026) · KeyBank National Association

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $163K (75%)
Approved: 3/17/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by KeyBank National Association · Lender record →

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Kavianpour Insurance Agency, LLC in Winter Park, CO — $1.3M (2025) · purchase · First Bank of Central Ohio

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $997K (75%)
Approval → funding: 11 days
Approved: 8/22/2025
First disbursed: 9/2/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 3
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $1.5M
Est. down payment (10%): $148K
Est. cash at closing: $202K
Monthly payment: $17,747
Annual debt service: $213K
Cash flow needed (1.25×): $266K

Funded by First Bank of Central Ohio · Lender record →

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Mazzanti Agency Inc. in Brentwood, TN — $757K (2025) · Regions Bank

Program: Preferred Lenders Program
Rate at approval: 8.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $568K (75%)
Approval → funding: 12 days
Approved: 12/18/2024
First disbursed: 12/30/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Regions Bank · Lender record →

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Truth Financial and Insurance Services, Limited Liability Corporation in Lake City, MN — $519K (2025) · Affinity Plus FCU

Program: 7a General
Rate at approval: 9.5% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $389K (75%)
Approval → funding: 67 days
Approved: 8/18/2025
First disbursed: 10/24/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Affinity Plus FCU · Lender record →

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Cizdy Garcia Inc. in Denver, CO — $482K (2025) · Seacoast National Bank

Program: Preferred Lenders Program
Rate at approval: 7.95% fixed
Term: 300 mo (25 yrs)
SBA guaranteed: $362K (75%)
Approval → funding: 44 days
Approved: 3/12/2025
First disbursed: 4/25/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Seacoast National Bank · Lender record →

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Courtney Hubbs Agency LLC in Billings, MT — $315K (2025) · Bravera Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 9% variable
Term: 126 months
SBA guaranteed: $158K (50%)
Approval → funding: 19 days
Approved: 7/25/2025
First disbursed: 8/13/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by Bravera Bank · Lender record →

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Andy Cortez Insurance Agency, Inc. in Santa Maria, CA — $234K (2025) · Community Bank of Santa Maria

Program: 7a General
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $176K (75%)
Approval → funding: 11 days
Approved: 7/3/2025
First disbursed: 7/14/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Community Bank of Santa Maria

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CASTILLO AGENCY, LLC in Richmond, TX — $103K (2025) · Lendistry SBLC, LLC

Program: Preferred Lenders Program
Rate at approval: 12% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $87K (85%)
Approval → funding: 9 days
Approved: 8/27/2025
First disbursed: 9/5/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 8
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Lendistry SBLC, LLC · Lender record →

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MJB Agency in Orange, CA — $69K (2025) · BayFirst National Bank

Program: Preferred Lenders Program
Rate at approval: 12.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $59K (85%)
Approval → funding: 25 days
Approved: 1/6/2025
First disbursed: 1/31/2025
Loan status: Current
Loan type: Term loan
Collateral: Not required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by BayFirst National Bank · Lender record →

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Pavlak Insurance Agency LLC in Montrose, MN — $54K (2025) · Sherburne State Bank

Program: 7a General
Rate at approval: 10.5% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $46K (85%)
Approval → funding: 52 days
Approved: 6/16/2025
First disbursed: 8/7/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by Sherburne State Bank · Lender record →

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Eusebio Cruz Pontes dba Pontes Agency in San Diego, CA — $25K (2025) · Lendistry SBLC, LLC

Program: Preferred Lenders Program
Rate at approval: 14% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $21K (85%)
Approval → funding: 21 days
Approved: 9/18/2025
First disbursed: 10/9/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Lendistry SBLC, LLC · Lender record →

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GP+3, LLC in Tomball, TX — $743K (2023) · Stellar Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $558K (75%)
Approved: 9/28/2023
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 5
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Stellar Bank · Lender record →

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Josh Wald Insurance LLC in Hobart, OK — $455K (2023) · Great Plains National Bank

Program: 7a General
Rate at approval: 7.75% variable
Term: 84 mo (7 yrs)
SBA guaranteed: $341K (75%)
Approval → funding: 0 days
Approved: 11/23/2022
First disbursed: 11/23/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Great Plains National Bank · Lender record →

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Michael Conner Agency, LLC in Longview, TX — $369K (2023) · The Huntington National Bank

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 92 months
SBA guaranteed: $277K (75%)
Approval → funding: 22 days
Approved: 1/9/2023
First disbursed: 1/31/2023
Loan status: Failed — $359K charged off (7/17/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 5
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by The Huntington National Bank · Lender record →

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Matthew Smith Agency, LLC in Columbia, MO — $63K (2023) · purchase · Commerce Bank

Program: Preferred Lenders Program
Rate at approval: 8.5% fixed
Term: 84 mo (7 yrs)
SBA guaranteed: $54K (85%)
Approval → funding: 19 days
Approved: 9/16/2023
First disbursed: 10/5/2023
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $70K
Est. down payment (10%): $7K
Est. cash at closing: $9K
Monthly payment: $998
Annual debt service: $12K
Cash flow needed (1.25×): $15K

Funded by Commerce Bank · Lender record →

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Nicole Marchant Agency LLC in S Coffeyville, OK — $50K (2023) · Welch State Bank of Welch, Okla

Program: 7a General
Rate at approval: 8.529% fixed
Term: 84 mo (7 yrs)
SBA guaranteed: $43K (85%)
Approval → funding: 11 days
Approved: 3/3/2023
First disbursed: 3/14/2023
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Welch State Bank of Welch, Okla · Lender record →

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J Martin Insurance Agency LLC in Tempe, AZ — $1.4M (2022) · purchase · MVB Bank, Inc.

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 90 months
SBA guaranteed: $1.1M (75%)
Approval → funding: 29 days
Approved: 3/3/2022
First disbursed: 4/1/2022
Loan status: In workout — SBA bought the guarantee
Loan type: Term loan
Collateral: Not required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 3
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $1.6M
Est. down payment (10%): $156K
Est. cash at closing: $213K
Monthly payment: $19,355
Annual debt service: $232K
Cash flow needed (1.25×): $290K

Funded by MVB Bank, Inc.

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Maxie Insurance Agency in Tomball, TX — $445K (2022) · Simmons Bank

Program: Preferred Lenders Program
Rate at approval: 7% fixed
Term: 300 mo (25 yrs)
SBA guaranteed: $334K (75%)
Approved: 7/21/2022
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 14
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Simmons Bank · Lender record →

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Joshua Emerson Insurance Agency, Inc. in Waco, TX — $346K (2022) · Texas First Bank

Program: Preferred Lenders Program
Rate at approval: 6.75% variable
Term: 243 months
SBA guaranteed: $259K (75%)
Approval → funding: 9 days
Approved: 7/26/2022
First disbursed: 8/4/2022
Loan status: Paid in full (12/31/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Texas First Bank · Lender record →

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How to finance a Farmers Insurance Agent Appointment Agreement

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55+ funded Farmers Insurance Agent Appointment Agreement deals

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Deal economics— what it takes to buy & finance Farmers Insurance Agent Appointment Agreement