SBG, Inc. Employee Directory

InsuranceMinnesota, United States11-50 Employees

SBG, Inc, was acquired by Lockton Affinity in March 2022. 

At SBG, Inc., our passion is to create legacies together by inspiring financial advisors to provide insurance solutions to their clients. 

Our proven process is to work with advisors to diversify their practice, deepen their relationships and deliver solutions to their clients.

SBG is a preferred source in brokerage for life, long-term care and disability income insurance, annuities sales and service. For over 24 years, SBG has successfully bridged the gap between insurance concept and client engagement, simplifying the process and delivering solutions. We are focused on supporting those solutions with advanced planning and case design, built around a menu of the highest quality life insurance companies and products. SBG helps our advisors stay focused on their core business while we attend to the details.

SBG is the first choice for advisors serving foreign national clients. We have a dedicated team led by Mario Montalvo that specializes in helping advisors overcome the challenges associated with serving the needs of their international clients. 

With offices in Minnesota, Colorado, New Jersey and Florida, our footprint extends across 43 states. Contact SBG today and let us show you how we can help you recognize your opportunities!

Contact Mike Helmbrecht (mhelmbrecht@sbgroupinc.com), Vice President of Client Services, to get started.

For your international clients, reach out to SBG VP Southeast Region and Foreign National Markets, Mario Montalvo, at mmontalvo@sbgroupinc.com.

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

  • Stylized image of a person
    J. M.
    Vice President East Coast Region
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  • Stylized image of a person
    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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  • Stylized image of a person
    R. G.
    Client Services Manager
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  • Stylized image of a person
    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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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
    Nov 16, 2025
  • Stylized image of a person
    J. M.
    Vice President East Coast Region
    Phone icon
    United StatesNew Jersey
    Nov 18, 2025
  • Stylized image of a person
    T. T.
    Head Of Finance
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. H.
    Sales And Marketing Director
    Phone icon
    United StatesMinnesota
    Oct 24, 2025
  • Stylized image of a person
    H. T.
    Annuity Sales Director
    Phone icon
    United StatesMinnesota
    Nov 19, 2025
  • Stylized image of a person
    R. G.
    Client Services Manager
    Phone icon
    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    J. H.
    Senior Case Manager-Internal Underwriter
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    J. L.
    Agency Services Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. D.
    Marketing & Operations
    Phone icon
    United StatesMinnesota
    Oct 20, 2025
  • Stylized image of a person
    P. S.
    Sales And Marketing Consultant
    Phone icon
    United StatesColorado
    Oct 19, 2025

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; 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 December 2025. 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 December 2025, 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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