Montana

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
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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.

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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.

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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.

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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.

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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.

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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.