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
19

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  • United States Of America
    19

SBG, Inc.'s Leadership

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    J. M.
    Vice President East Coast Region
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    B. D.
    President/Partner
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  • Stylized image of a person
    T. T.
    Head Of Finance
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  • Stylized image of a person
    M. H.
    Sales And Marketing Director
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  • Stylized image of a person
    H. T.
    Annuity Sales Director
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    R. G.
    Client Services Manager
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    J. H.
    Senior Case Manager-Internal Underwriter
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  • Stylized image of a person
    J. L.
    Agency Services Manager
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SBG, Inc. Employee Metrics

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

Contact profiles from SBG, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. D.
    President/Partner
    Phone icon
    United StatesMinnesota
    Apr 15, 2026
  • Stylized image of a person
    J. M.
    Vice President East Coast Region
    Phone icon
    United StatesNew Jersey
    Feb 02, 2026
  • Stylized image of a person
    T. T.
    Head Of Finance
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    Oct 17, 2024
  • Stylized image of a person
    M. H.
    Sales And Marketing Director
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    United StatesKansas
    Apr 15, 2026
  • Stylized image of a person
    H. T.
    Annuity Sales Director
    Phone icon
    United StatesMinnesota
    Jun 01, 2026
  • Stylized image of a person
    R. G.
    Client Services Manager
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    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    J. H.
    Senior Case Manager-Internal Underwriter
    Phone icon
    Apr 15, 2026
  • Stylized image of a person
    J. L.
    Agency Services Manager
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    Oct 22, 2024
  • Stylized image of a person
    L. D.
    Marketing & Operations
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    United StatesMinnesota
    Jun 26, 2026
  • Stylized image of a person
    A. F.
    Business Development Consultant
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is SBG, Inc. known for?

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SBG, Inc. was founded in 1996 operates in the Insurance industry. The company's main headquarters is located in 12701 Whitewater Drive Suite 200 Minnetonka, Minnesota United States; you can contact the main corporate office by phone at . Explore SBG, Inc.'s company overview page for more information.

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

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SBG, Inc. employees' email format typically follows the pattern of . 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?

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SBG, Inc. has approximately 14 employees as of June 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 June 2026, SBG, Inc.'s key employees include:

  • Vice President East Coast Region: J. M.
  • President/Partner: B. D.
  • Head Of Finance: T. T.
  • Sales And Marketing Director: M. H.
  • Annuity Sales Director: H. T.

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