SBA lending record
Jake Evans: Allstate Insurance
622 W Lucas Dr, Beaumont, TX 77706 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$725K
Total SBA financing
1
Loan on record
FY2026
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$725,000 — FY2026
- Gross approval
- $725,000
- SBA guaranteed
- $543,750 (75%)
- Status
- Committed
- Rate at approval
- 9.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/23/2026
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Individual
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Address
- 622 W Lucas Dr
- City
- Beaumont, 77706
- County
- Jefferson
- SBA district office
- HOUSTON DISTRICT OFFICE
- Congressional district
- 14
The lender
Newtek Bank, National Association
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry.
Similar businesses
Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Arens Insurance Services
Beaumont, TX· ~2 mi
Insurance Agencies and Brokerages
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Arena Insurance Services
Beaumont, TX· ~2 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $295K
- SBA financing
- ≈ $578K–$964K
- Est. revenue (rough)
Randy Casey Properties LLC
Baytown, TX· ~54 mi
Insurance Agencies and Brokerages
- $765K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Southern Pinnacle Producers LLC
Lake Charles, LA· ~57 mi
Goosehead Insurance
- $550K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
SONIA PEREZ INSURANCE AGENCY LLC
Houston, TX· ~64 mi
Insurance Agencies and Brokerages
- $805K
- SBA financing
- ≈ $1.6M–$2.6M
- Est. revenue (rough)
TWFG McCaleb Insurance
Silsbee, TX· ~18 mi
Insurance Agencies and Brokerages
- $210K
- SBA financing
- ≈ $412K–$686K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Jake Evans: Allstate Insurance in Beaumont, TX (Insurance Agencies and Brokerages). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $725K
- On record FY2026
- 4 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Beaumont, TX
- Lender: Newtek Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TX for ~$725k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
Is Jake Evans: Allstate Insurance your business?
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Jake Evans: Allstate Insurance.