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BANKS

Loan Protection is Our Business

Satisfying insurance requirements for SBA and C&I healthcare loans

You take pride in being a trusted source for loans that empower entrepreneurs to build their vision.

We take pride in being a trusted source for Life and Disability insurance solutions that provide collateral in the event of the unexpected such as illness, injury, or death. Briele Insurance Advisory understands the complexities of securing a bank loan and the role Life and Disability insurance plays in that process. Our goal, first and foremost, is to satisfy the minimum bank requirements for insurance before the loan closes, no exceptions or repairs.

We are recognized in the financial community for our ability to meet insurance requirements in an organized, efficient, and timely manner. We have taken time to vet the market for the best carriers with the best commercial loan programs. Briele Insurance Advisory works with leading regional and community banks to align the insurance optimally with the loan structure. Our digital platform makes it extremely easy, convenient, and user friendly for the borrower to initiate the process for coverage simultaneously with the loan application, streamlining the bank loan process. After several years of experience with these loan products, we’ve identified industry disintegration that results in exceptions or delayed loan closures. Our organized process returns total control to the bank and borrower—as it should be.

We strive to always have insurance placed before a loan closes.

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