top of page
Business Graphs

SBG has been a preferred financial institution and business partner for wealth planning, insurance consulting and brokerage services since 1996. With offices in Minnesota, New Jersey, Colorado and Florida, our footprint extends across 35 states, Puerto Rico and International Markets.

We are a board member of the AIMCOR Group, which is one of the largest Insurance Marketing Organizations in the U.S. helping our financial institution partners generate annual NEW premiums of over $200 million and revenue of over $150 million.

SBG is a market leader in providing customized B2B insurance planning solutions to financial institutions, independent advisors and family offices. We provide turnkey insurance planning capabilities through a combination of advanced planning, case design, sales support, integrated technology, and a simplified case management and underwriting process built around a menu of the highest quality insurance companies and products, with no incremental expenses to our partners.

Mario Montalvo – VP, Southeast Region and Foreign National Markets

bottom of page