Coleman Report

by Ben KoplanCLU, CFP®, LifeEase Considerations in Recommending a Life Insurance Provider to Business Borrowers A life insurance policy with an executed collateral assignment is often among the last requirements standing between your borrower and their business loan funding. Meeting SBA loan insurance requirements in 2025 demands familiarity with revised documentation rules and digital platforms…

September 26, 2025 Bob ColemanFounder & Publisher Puerto Rico Bank Chairman Pleads Guilty to $13.6M Loan Fraud Juan Francisco Ramirez, former chairman of Nodus International Bank in Puerto Rico, has pled guilty to orchestrating a $13.6 million loan fraud scheme that led to the bank’s collapse. Ramirez, along with his partner Tomas Nimbro, diverted bank…

September 25, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: George Andreaus Joins AMB, David Mellman Moves to Momentus, Remembering Kathy Horelica George Andreaus Joins American Momentum Bank as SVP, SBA & USDA National Sales Manager “I am thrilled that American Momentum Bank has provided me with the opportunity to again build a national…

September 24, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Todd Hollander In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Todd Hollander, former Chief Lending and Revenue Officer at Lendistry, to discuss his remarkable career in SBA lending and small business finance. Todd shares how he helped grow Lendistry into…

September 23, 2025 by Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — CDC Leaders to Congress: Increase Loan Limits and Modernize the SBA 504 Program Last week, the Senate Committee on Small Business & Entrepreneurship convened a hearing on the SBA’s 504 Loan Program — one of the agency’s most powerful tools for fostering…

September 22, 2025 by Bob ColemanFounder & Publisher Small Business Lending Increases, Bank of America Reports What the Data Shows Bank of America tracks small business automated clearing house (ACH) payments to lenders, a measure of how much businesses are sending each month to service their loan obligations. Interestingly, this dataset excludes Bank of America’s…

September 19, 2025 Bob ColemanFounder & Publisher AI-Generated Fraud Creates New Challenges for SBA Lenders SBA lenders are confronting a new and dangerous wave of fraud, one that is nearly impossible to detect with the human eye. AI is transforming both the tactics of fraudsters and the strategies lenders must use to fight back. During…

September 18, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: Joe Reynolds, Bill King, Neal Kyber, & Noel Ferrufino Joe Reynolds Named Sr. VP of Business Development at ACC Capital “Joe is a professional of the highest caliber, and we consider ourselves lucky to have him on board,” says Craig Calafati, Executive Vice President…

September 17, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Lance Sexton In this week’s episode of A Coleman Conversation, Bob Coleman speaks with our main webinar instructor Lance Sexton, Executive Vice President and Chief Servicing Officer at Phoenix Lender Services. With decades of SBA lending experience, Lance shares his remarkable journey from growing up…

September 16, 2025 by Bob ColemanFounder & Publisher THIS JUST IN! Coleman Broadcasts SBA’s Kimsey’s Congressional Testimony Live Today @ 10 AM Eastern This morning, Associate Administrator Thomas Kimsey testifies before the U.S. House Committee on Small Business to outline the Administration’s reforms that have already reshaped SBA lending programs. He explains that proven underwriting…