A big part of the working capital that helps Montana open its doors, invest in new projects and grow its workforce comes from long-term investments by life insurers. Our companies have invested $17 billion in Montana’s economy with agricultural loans, education bonds, residential and retail mortgages and more. We are here to strengthen businesses and communities across the Treasure State.

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  • $14 billion in stocks and bonds that help finance business development and create new jobs
  • $2 billion in real estate, loans and other investments
  • $663 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 $400 million in agricultural mortgage loans.


Investing in Retail
Life insurers have invested more than $73 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 $87 million in education bonds have been purchased by life insurers – bonds offered by the state Board of Regents, the Yellowstone County School District, the Gallatin County School District, among others.


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 are able to call Montana home in part because of financing from life insurers – they’ve provided nearly $30 million in mortgages in the state.


Investing in Office Space
Life insurers provided $27 million in financing for office space in Billings, Missoula, Bozeman and elsewhere in the state.