Strategic Acquisition SBG, Inc. was acquired by Lockton Affinity in March 2022, signaling potential alignment with Lockton’s distribution network and back-end capabilities to expand reach in life, long-term care, disability income, and annuities offerings.

Advisor Engagement Strong focus on partnering with financial advisors to diversify practice and deepen client relationships presents an ongoing opportunity to cross-sell insurance solutions, planning services, and case design support.

Foreign National Focus Dedicated team led by Mario Montalvo specializes in serving foreign national clients, suggesting a niche cross-border market opportunity for multi-national firms seeking compliant access and assistance for international client needs.

Regional Footprint With offices across Minnesota, Colorado, New Jersey, and Florida and a footprint spanning 43 states, there is a scalable sales path to broaden advisor onboarding, product penetration, and regional partnerships.

Tech and Analytics Existing technology stack including WordPress, MySQL, Google Cloud and Analytics, Microsoft 365, and Gravity Forms indicates readiness for digital marketing, lead capture, CRM integration, and data-driven advisor enablement to accelerate sales outreach.