SBG, Inc, was acquired by Lockton Affinity in March 2022.
At SBG, Inc., our passion is to create legacies together by inspiring financial advisors to provide insurance solutions to their clients.
Our proven process is to work with advisors to diversify their practice, deepen their relationships and deliver solutions to their clients.
SBG is a preferred source in brokerage for life, long-term care and disability income insurance, annuities sales and service. For over 24 years, SBG has successfully bridged the gap between insurance concept and client engagement, simplifying the process and delivering solutions. We are focused on supporting those solutions with advanced planning and case design, built around a menu of the highest quality life insurance companies and products. SBG helps our advisors stay focused on their core business while we attend to the details.
SBG is the first choice for advisors serving foreign national clients. We have a dedicated team led by Mario Montalvo that specializes in helping advisors overcome the challenges associated with serving the needs of their international clients.
With offices in Minnesota, Colorado, New Jersey and Florida, our footprint extends across 43 states. Contact SBG today and let us show you how we can help you recognize your opportunities!
Contact Mike Helmbrecht (mhelmbrecht@sbgroupinc.com), Vice President of Client Services, to get started.
For your international clients, reach out to SBG VP Southeast Region and Foreign National Markets, Mario Montalvo, at mmontalvo@sbgroupinc.com.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 12701 Whitewater Dr.,
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- sbgroupinc.com
- Keywords
- Overland Park.
- HQ
- Minnetonka, Minnesota
Sbg, Inc. Questions
Sbg, Inc.'s website is sbgroupinc.com
Sbg, Inc.'s LinkedIn profile is https://www.linkedin.com/company/sbg-inc
Sbg, Inc. has
14 employees.
View email and phone details for 14
employees at Sbg, Inc..
Sbg, Inc.'s industry is
Insurance
Sbg, Inc.'s top competitors are
Lockton Affinity,
Dbs Diversified Brokerage Services,
Ameritas,
Synchronize,
Qd-Sbg Construction,
Sbg Insurance Group Inc.,
Sbg Funding,
Aimcor Eig,
Sbg Lutece,
Propivotal Staffing.
Sbg, Inc.'s categories are Insurance
Sbg, Inc.'s founding year is 1996
