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SBG, Inc. Employee Directory

InsuranceMinnesota, United States11-50 Employees

SBG, Inc. is an insurance services company headquartered in Minnetonka, Minnesota, at 12701 Whitewater Drive, Suite 200, with 11-50 employees and a geographic footprint spanning 43 states through offices in Minnesota, Colorado, New Jersey, and Florida. It functions as a brokerage source for life, long-term care and disability income insurance, as well as the sales and service of annuities. The company collaborates with financial advisors to diversify their practices, strengthen client relationships, and deliver insurance solutions, supported by advanced planning and case design built around a portfolio of high-quality life insurance products. With more than 24 years in operation, SBG was acquired by Lockton Affinity in March 2022. It maintains a dedicated team led by Mario Montalvo focused on serving foreign national clients.

Find SBG, Inc. employees' phone numbers or email addresses

SBG, Inc. Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

SBG, Inc.'s Leadership

  • Head Of Finance at SBG, Inc.
    T. T.
    Head Of Finance
    Mobile Phone
  • Senior Case Manager-Internal Underwriter at SBG, Inc.
    J. H.
    Senior Case Manager-Internal Underwriter
    Mobile Phone
  • Agency Services Manager at SBG, Inc.
    J. L.
    Agency Services Manager
    Mobile Phone
  • Business Development Consultant at SBG, Inc.
    A. F.
    Business Development Consultant
    Mobile Phone
  • Life Advanced Planning Specialist Case Design And Proposals at SBG, Inc.
    T. P.
    Life Advanced Planning Specialist Case Design And Proposals
    Mobile Phone

SBG, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Business
  • Finance
  • Other
  • Business Development

Contact profiles from SBG, Inc.

Name
Title
Contact
Location
Last Update
  • Head Of Finance at SBG, Inc.
    T. T.
    Head Of Finance
    Mobile Phone
    Oct 17, 2024
  • Senior Case Manager-Internal Underwriter at SBG, Inc.
    J. H.
    Senior Case Manager-Internal Underwriter
    Mobile Phone
    Sep 13, 2026
  • Agency Services Manager at SBG, Inc.
    J. L.
    Agency Services Manager
    Mobile Phone
    Oct 22, 2024
  • Business Development Consultant at SBG, Inc.
    A. F.
    Business Development Consultant
    Mobile Phone
    Oct 16, 2024
  • Life Advanced Planning Specialist Case Design And Proposals at SBG, Inc.
    T. P.
    Life Advanced Planning Specialist Case Design And Proposals
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is SBG, Inc. known for?

Minus sign iconPlus sign iconSBG, Inc. was founded in 1996 and operates in the Insurance industry. You can contact SBG, Inc.'s main corporate office by phone at
+1-763-404-****
. Explore SBG, Inc.'s company overview page for more information.

What is SBG, Inc.'s most common email format?

Minus sign iconPlus sign iconSBG, Inc. employees' email format typically follows the pattern of FLast@sbgroupinc.com. Trying to find reliable and up-to-date employee contact data? Find more SBG, Inc. email formats with LeadIQ.

How many employees does SBG, Inc. have currently?

Minus sign iconPlus sign iconSBG, Inc. has approximately 14 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are SBG, Inc.'s key employees and leadership?

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As of September 2026, SBG, Inc.'s key employees include:

  • Head Of Finance: T. T.
  • Senior Case Manager-Internal Underwriter: J. H.
  • Agency Services Manager: J. L.
  • Business Development Consultant: A. F.
  • Life Advanced Planning Specialist Case Design And Proposals: T. P.

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