Need Life Insurance for an SBA Loan? 

Lions Financial compares life insurance rates from highly-rated life insurance companies on your behalf. See your quotes  Instantly! 

Life insurance is often thought of as a personal finance tool, but it can also be used to secure a small business loan. Life insurance policies can be used as collateral for loans, providing the lender with a source of repayment in the event of the borrower’s death. This can be especially useful for small businesses, which may not have the same access to capital as larger businesses. Life insurance can provide peace of mind for both the borrower and the lender, and it can be a key component of a successful small business loan.

Insurance Companies We Work With

Life Insurance Quote Tool

See the he numbers and the numbers behind the numbers — all policy valuations, underwriting, cost and returns — so you can make an informed decision for your financial future.

Life Settlement Calculator

Maximize the value of your life insurance policy with our life settlement calculator. Explore the policy valuations, underwriting assessments, costs, and potential returns, including the numbers behind the numbers.

Need help? Schedule A Consultation​ Today.

Life Insurance Requirements When Getting an SBA Loan
Life Insurance

Life Insurance Requirements When Getting an SBA Loan

  As a business owner, you are required to purchase life insurance as part of a loan agreement. This life insurance policy will serve as ...
Read More →
Financial and Insurance Requirements for SBA Loans
Life Insurance

Financial and Insurance Requirements for SBA Loans

Introduction SBA loans are generally small business loans that the US government offers as partial guarantors. Small Business Administrations offer these loans and are usually ...
Read More →
Guidelines For Collateral Assignment Of Life Insurance
Life Insurance

Guidelines for Collateral Assignment of Life Insurance

Lions Financial provides comprehensive guidelines for the collateral assignment of life insurance. The collateral assignment involves using a life insurance policy as collateral for a ...
Read More →
The Tax Considerations For Life Insurance Premiums Under Collateral Assignment For Business Bank Loans
Life Insurance

The Tax Considerations For Life Insurance Premiums Under Collateral Assignment For Business Bank Loans

    Would the premiums be considered tax deductible?   As a general rule, premiums paid under a life insurance policy are not an allowable ...
Read More →
Process For A Business To File A Life Insurance Claim
Life Insurance

Process For A Business To File A Life Insurance Claim

1. Contact the insurance agent or company You can either ask the agency directly or contact the insurance company They will provide details on how ...
Read More →
Should you consider an Asset Based Loan for your business
Life Insurance

Should you consider an Asset Based Loan for your business?

What is an Asset-Based Loan? An asset-based loan (ABL) is a type of business financing that is secured by company assets. Most asset-based loans are ...
Read More →
hi_INहिन्दी
Scroll to Top
LIons Financial

Ariel Tavor

Principal

Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

TOP 40 UNDER 40

Leadership Recognition

Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

TOP 100 PEOPLE IN FINANCE

Industry Recognition

Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

Exeleon

Leadership & Business Feature

What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

The Silicon Review

50 Smartest Companies of the Year

An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.