Bill Dolan Email & Phone Number

I founded SBG, Inc. in 1996 with the goal of developing a simple way to help financial advisors provide insurance solutions to their clients. With SBG's high standards of service and quality, we have developed into a strong choice for financial advisors in the areas of life, LTC, disability income insurance, annuity sales and service.Based in Minneapolis with offices in New Jersey and Florida, SBG has grown in scope from local to national coverage. I have enjoyed working with our excellent staff to grow SBG into a full-service, multi-carrier agency specializing in personalized brokerage service for financial advisors across 43 states. SBG counts as our clients some of the country's favored broker dealers and wirehouses as well as regional firms, banks and independent producers.My focus continues to be seeking new relationships with the right partners in the financial services industry who are looking to expand their value and deepen their relationships with their clients. I am excited to share that SBG now has a dedicated team led by our VP Southeast Region and Foreign National Markets, Mario Montalvo, focused on the foreign national market. Mario and his team at SBG specialize in helping advisors overcome the challenges associated with serving the needs of their international clients. I am proudly one of the founding principals of AimcoR Group, LLC. and sit on the Board of Directors. AimcoR is an Independent Marketing Organization, with over 40 general agency members nationwide. I also sit on other advisory boards within the industry.I hold FINRA series 7, 24, 63, and 65 licenses.Specialties: Strategic Planning and Implementation, New Business Development, Sales Leadership and ManagementRegistered Representative of The Leaders Group, Member FINRA/SIPC

Listed skills include Strategic Planning, Executive Management, Business Development, and Sales.

• 

  College Of St. Thomas, St. Paul, Minnesota

  Business Management