Acquisition Background SBG, Inc. was acquired by Lockton Affinity in March 2022, highlighting a potential opportunity to engage with a legacy organization that may be integrating Lockton resources, carrier relationships, and cross-sell opportunities in life, long-term care, disability income, and annuities.

Advisor Focus The company specializes in supporting financial advisors to diversify practices and deepen client relationships, creating a channel-ready profile for sales teams targeting broker/dealer and advisory firms seeking enhanced solutions in insurance and planning.

International Market SBG maintains a dedicated team for foreign national clients led by Mario Montalvo, presenting a clear entry point for partnerships with offices serving international clients and for carriers or tech partners that enable multilingual, cross-border insurance and planning services.

Geographic Footprint With presence in Minnesota, Colorado, New Jersey and Florida and coverage across 43 states, there is a scalable geographic expansion angle for distribution partnerships, regional marketing initiatives, and carrier product fit assessments.

Tech & Workflow The tech stack includes WordPress, Oracle Cloud, Google Cloud, Microsoft 365 and Azure, indicating readiness for digital engagement, data integration, and advisory workflow improvements that can be leveraged for accelerator programs, client journey optimization, and analytics-driven targeting.