OUR PEOPLE LENDING LIQUIDITY SOLUTIONS ASSET MANAGEMENT ABOUT CONTACT US Login Insurance-Based Lending EASY ACCESS TO THE FUND YOU NEED Your clients can reach their next financing goal by accessing the cash value of their whole life insurance policy.¹ WE’LL WORK TOGETHER TO FIND THE BEST SOLUTION FOR YOUR NEEDS. With a variety of personalized options, we’ll provide a line of credit tailored to your unique circumstances. VARIABLE RATE, REVOLVING DEMAND LINE OF CREDIT $100K – $499K WSJ PRIME – $500K – $999K – WSJ PRIME bps – $1M+ – QUOTED UPON REQUEST FIXED RATE, NON-REVOLVING DEMAND LINE OF CREDIT Fixed rates up to 5-year periods quoted upon request. Converts to variable rate at the end of the fixed rate period. ACCEPTABLE BORROWERS AND PLEDGORS Generally, borrowers and owners of the pledged life insurance contracts (Pledgors) are the same for this type of credit facility. Individuals Subject to bank review and approval. Trusts Revocable / irrevocable. Entities Subject to bank review and approval. Corporations, closely held business, etc. ONE LINE OF CREDIT FOR A VARIETY OF NEEDS Whatever your goals are, our Insurance-Based Lines of Credit² can provide you with the liquidity you need, right when you need it. Real estate investment or purchase Home improvement Business investment Tax payments Luxury purchase Unexpected expenses Service Areas FIND A BANKER NEAR YOU Our experienced Relationship Managers are ready to tailor financial solutions to suit your individual needs. FIND A BANKER MEET YOUR BANKING PARTNERS Our bankers are dedicated to making sure you have access to the best solutions for your liquidity needs. OUR PEOPLE Previous 01 02 03 04 05 06 Next Ryan Auld REGIONAL SALES Private Bank WE’LL GET YOU THE LIQUIDITY YOU NEED TO FINANCE YOUR GOALS GET STARTED ¹Check with carrier to see if eligible. ²An Insurance-based line of credit cannot be used for the purchase of securities or to pay off a margin loan that was used to purchase securities. Policy must be in effect for at least 12 months at the time of credit application. Line of credit is contingent on life insurance policy remaining in good standing. Insurance-based borrowing may not be suitable for everyone. Consult a financial tax professional regarding any potential tax implications. ABOUT TSC Careers Resources Investor Relations Media Relations The TSC Advantage SECURITY, TERMS & LEGAL Privacy & Security Education Center Fraud Prevention Center © 2021 TriState Capital Bank. All Rights Reserved.