Insurance and Financial Services Companies

When market conditions change quickly, it can be a challenge for insurance and financial services professionals to plan with any certainty. Associated Bank is here to help. Our extensive corporate banking experience includes a successful history of serving the insurance and financial services industries. Over the years, our dedicated team has formed close relationships with P&C and life insurance companies, broker-dealers and fund managers. So wherever you fit in the industry spectrum, we understand the critical issues you face.

Types of clients we serve

Our clients are typically mid- to large-size organizations located throughout the United States. Our credit commitments generally range from $15 million to $75 million.

• Property and casualty insurance companies
• Life insurance companies
• Health insurance companies
• Mortgage insurance companies
• Insurance brokers
• Central counterparty clearinghouses
• Broker-dealers
• Fund managers

We closely monitor the important issues and understand the need to stay connected to industry leaders and other experts. With this knowledge, we're able to offer solutions that you need most, including tailored financing and credit structures. With this knowledge, we’re able to offer solutions you need most:

• Financing and credit structures designed around the insurance and financial services industries.
• Deposit and treasury management services that use advanced technologies to enhance collections, disbursements and overall business operations.
• Capital markets tools and support, including interest rate swaps, floors and collars.
• Corporate trust services such as strategic institutional asset and retirement plan management.

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