Agency Financing
Health Savings Accounts
Remote Deposit Capture

Agency Financing
Servicing Insurance Agencies in Wisconsin, Minnesota, Iowa and Illinois 
 
It is important that you work with a bank that understands how to determine the true value of your agency.  Most banks lack of understanding may limit borrowing against the value of hard assets only-furniture, fixtures, and so on-with no recognition of the true value of an agency's book of business. 
 
At Timberwood Bank, we know the value of an agency!  We understand the challenges you face and the opportunities that are present in your insurance agency. 
 
Timberwood Bank has helped the entrepreneurial dreams of hundreds of businesses become a reality.  With the 50 years of combined insurance industry experience of Robert Holmes and David Taylor you will be able to realize the full potential of your agency. 
 
How Timberwood Determines the Value of Your Agency 
 
The key difference between Timberwood Bank and most other financial institutions is our insight and understanding of the insurance business due to 50+ years of involvement in the industry.  Unlike most financial institutions, we know that the true value of your business is a lot more than just the real estate, furniture and fixtures-rather, your biggest and most valuable asset is your book of business. 
 
From you book of business we are able to determine a value of your agency and by pledging this book of business; we are able to lend funds to you at a competitive interest rate.  Need help in determining the value of your agency and the amount of equity that is available to lend against, give us a call at 608-372-BANK (2265) or send us an email. 
 
 
What Other Insurance Agencies Are Saying 
 
"Timberwood Bank recognizes the value of your agency's business as an asset when evaluating your net worth.  I have found Timberwood to be the sole exception in the banking industry when working with insurance agencies.  They have worked with us in purchasing real estate and in funds for agency expansion and growth.  The staff at Timberwood Bank is very knowledgeable in insurance agency practices and very willing to work with agencies to devise a plan for your needs." 
 
Ron Marler, VP 
Bayland Insurance Group, Inc 
 
"I would recommend them to any agency that values a good working relationship with their bank." 
 
Dan Cuskey 
Benefit Plan Administrators 
 
"Compared to other banks we have worked with, Timberwood is ahead in the technology game.  Initially we thought geographic distance between our offices could be an issue, but with remote deposit capture, online banking, and a live person always ready to help, it has been a win-win relationship for us." 
 
Dave Van Essen 
Prins Insurance  
 
 
Timberwood's Insurance Agency Financing Contacts 
 
David Taylor 
Commercial Loan Officer 
608-374-1146 
dtaylor@timberwoodbanks.com 
 
Robert Holmes 
CEO/Chairman 
608-372-2265 
rholmes@timberwoodbanks.com 
 
 
Insurance Agency Financing Forms 
 
AGENCY LOAN APPLICATION 
SBA PERSONAL FINANCIAL STATEMENT 
SCHEDULE OF INDEBTEDNESS 
COMMERCIAL QUALIFICATION PROFILE 
FDIC
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