Insurance Industry Banking

CIBC’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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Insurance Holding Companies

Term Loans and Revolvers for acquisitions and OpCo surplus

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Brokers and Agencies

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

For more information contact:

Andrew Haak
Managing Director
(312) 564-6997