SBG, Inc. logo — SBG, Inc. is a preferred source in brokerage for life insura...

SBG, Inc.

SBG, Inc. is a preferred source in brokerage for life insurance, LTC, disability, annuity sales and service.

Founded 1996 United States Minnetonka, United States 15 employees Financial Services, Insurance +1

General Information

Company Name SBG, Inc.
Founded Year 1996
Location United States Minnetonka, United States
Employees 15
Industries Financial Services, Insurance, Life insurance
Social

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About SBG, Inc.

SBG, Inc. is a reputable player in the brokerage market, focusing on life insurance, long-term care, disability, annuity sales, and service. Recently acquired by Lockton Affinity in March 2022, SBG, Inc. is dedicated to inspiring financial advisors to provide insurance solutions to their clients and has been successfully doing so for over 24 years. The company provides a proven process for advisors to diversify their practice, strengthen client relationships, and deliver tailored insurance solutions.

SBG, Inc. holds a prominent position as a preferred source in brokerage for life, long-term care, and disability income insurance, as well as annuity sales and service. The company stands out with its ability to bridge the gap between insurance concepts and client engagement, offering a simplified process and high-quality solutions supported by advanced planning and case design.

With a presence in 43 states and offices in Minnesota, Colorado, New Jersey, and Florida, SBG, Inc. is well-positioned to cater to a wide market. Notably, the company specializes in serving foreign-national clients, offering dedicated support to advisors facing challenges in meeting the needs of international clients, led by Mario Montalvo. Overall, SBG, Inc. presents an intriguing opportunity for potential investors as it continues to expand its reach and impact in the financial services and insurance sectors.

Business keywords: Insurance brokerage, Life insurance, Long-term care insurance, Disability income insurance, Annuities, Financial advisors, Client engagement, International client services, Insurance solutions, Client support, Advanced planning, Case design, Sales support, Underwriting, Technology solutions

No funding data available for SBG, Inc. yet.

SBG, Inc. Alternatives & Competitors

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FAQ About SBG, Inc.

SBG, Inc. is a preferred source in brokerage for life insurance, LTC, disability, annuity sales and service.
SBG, Inc. was founded in 1996.
SBG, Inc. is headquartered in Minnetonka, United States.
SBG, Inc. operates in Financial Services, Insurance and Life insurance. Its work centres on Insurance brokerage, Life insurance, Long-term care insurance and Disability income insurance.
SBG, Inc. has approximately 15 employees.
Top alternatives and competitors to SBG, Inc. include Benefits Brokerage Agency, Inc., Trawick Financial Services, Inc., GP Agency Brokerage, Lakeview Financial, DBS Diversified Brokerage Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SBG, Inc. and Benefits Brokerage Agency, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SBG, Inc., https://bouncewatch.com/company/sbg-inc, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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