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Brian has helped thousands of SBA borrowers acquire the life insurance needed to close on their loan.

He is passionate about helping entrepreneurs achieve their dreams of business ownership and understands the urgency needed to ensure their loan closings are not delayed.

Brian’s strategy has been to partner with life insurance carriers that offer the fastest turnaround times in the industry and establish dedicated contacts in the departments that issue the documents needed to suffice the SBA’s requirement.

Brian’s primary focus is making sure your loan closes as fast as possible!

Brian Carpenter

Brian Carpenter

Partner
Ana Ferrari

Ana Ferrari

Partner

With 15 years of dedicated experience in the SBA and small business loans industry, Ana Ferrari is a trusted name in life insurance services. As a nationwide licensed life insurance agent, Ana specializes in providing tailored solutions that expedite the loan process for borrowers. Her deep understanding of the SBA industry enables her to efficiently navigate the complexities of policies that collateralize SBA loans, ensuring swift and seamless turnarounds.

Ana’s extensive background in small business financing empowers her to communicate effectively with borrowers, grasping the nuances of the closing process with precision. Her commitment to delivering exceptional service and her expertise in streamlining insurance processes make her a valuable asset for anyone seeking reliable and prompt assistance.

Whether you’re a borrower needing a quick policy turnaround or a business owner looking for expert guidance, Ana Ferrari combines industry knowledge with a client-focused approach to help you achieve your financial goals. Partner with Ana for professional, responsive, and results-driven support

Our Team

William is a collegiate athlete who brings a fresh energy to the SBA space. He is a highly dedicated SBA Insurance Agent, with a passion for helping business owners get their SBA loans to the finish line and live their entrepreneurial dreams. William understands that every situation in SBA lending requires urgency, and is always willing to help!

William Brevard

William Brevard

Insurance Agent

Secure Your Future and Empower Your Business with Life Insurance!

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