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.