West Broad Capital

Traditional premium finance for life insurance.

Marketplace lending solutions for the life insurance space, and more.

Core.

We maintain a rigorous focus on the needs of our clients, both short term and long term.

And we strive to identify the most appropriate insurance and capital solutions not just in terms of raw cost, but in terms of integrity, flexibility, and alignment with the goals of our clients.

Markets.

Growth.

Traditional premium finance for life insurance is our core business.

- Stable, value-driven, fully-collateralized premium finance loans for high-net-worth individuals and businesses

- We work in partnership with clients, life insurance carriers, financial advisors, and banks

PolicyFi.

- We're keeping this on the down-low. Contact us to learn more about what we're up to and how we're bringing together financial technology, marketplace lending, insurance, blockchain, and specialty finance into something more than just a collection of buzz words.

Our two shared tenets across our Core and Growth businesses.

Operating Philosophy.

Best fit.

- No two client needs are the same, and no two capital sources provide the same product and service

- We seek "round pegs for round holes" and match specific client needs with appropriate capital solutions

Active management.

- Many financing programs place too much emphasis on transaction inception and too little emphasis on transaction servicing

- We continuously monitor policy and loan performance throughout the program lifecycle, and continuously reevaluate loan renewal and payoff options to ensure that client needs continue to be met in a consistent and optimal manner