A big part of the working capital that helps Montana open its doors to families, invest in new projects and grow its workforce comes from long-term investments by life insurers. Our companies have invested $16 billion in Montana’s economy with agricultural loans, education bonds, residential and retail mortgages and more. We are here to strengthen communities and families across the Treasure State.

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  • $13 billion in stocks and bonds that help finance business development and create new jobs
  • $2 billion in real estate, loans and other investments
  • $671 million in mortgage loans on farms, residential, and commercial property

Investing in Agriculture
In Beaverhead, Custer, Chouteau and other counties throughout the state, life insurers have invested more than $435 million in agricultural mortgage loans in recent years.


Investing in Retail
Life insurers have invested nearly $47 million in retail mortgages in Helena, Bozeman and Missoula, helping boutiques, antique shops, department stores and more serve Montana residents and out-of-state tourists.


Investing in Education
Montana students may not know it, but they benefit from life insurer investments. Some $107 million in education bonds have been purchased by life insurers – bonds offered by the University of Montana, Montana State University, the Yellowstone County School District and more.


Investing in Healthcare
Life insurers have provided $57 million in financing to the Montana Facility Finance Authority, the primary issuer of municipal bonds for health care organizations in the state.


Investing in Residential
Families in Kalispell, Great Falls and Billings and around the state are able to call Montana home in part because of financing from life insurers – they’ve provided more than $45 million in mortgages in the state in recent years.


Investing in Office Space
Life insurers recognize the importance of business and commerce in the Big Sky State. They have provided nearly $24 million in financing in recent years for office space in Daniels County, Billings and Missoula.