Helping Insurance Agents Become Trusted Advisors to Small Business Owners.
Financial Solutions for Small Business Owners
Funding When Your Business Needs It
Whether your client is planning an expansion, purchasing equipment, managing cash flow, or facing an unexpected expense, Cherry Point Financial helps explore practical funding options designed around the needs of the business..
IO Bankroll - Interest-Only Revolving Line of Credit
- Approvals from $200,000 to $1.5 million, with a minimum initial draw equal to 25% of the approved amount
- Interest-only payments on the outstanding balance for up to one year
- Terms of up to three years with fixed payments
- Unlimited draws of $10,000 or more during the revolving period
- Revolving period of up to 11 months (48 weeks)
Business Funding Solutions
Cherry Point Financial helps business owners explore practical funding solutions for expansion, equipment purchases, working capital, cash-flow needs, and unexpected expenses.
Tom works with business owners and their trusted advisors to understand available options and connect them with funding solutions suited to their individual business needs.
Meet Tom Geffers
With 30+ years in insurance and financial services, Tom Geffers helps business owners explore financial solutions including 25 years serving restaurant and hospitality businesses.
A Million Dollar Round Table member & author of Beyond the Policy, Tom also helps insurance professionals better serve their business clients