Insights

Integrity-driven positioning SFG Annuity Advisors emphasizes ethical product selection, avoiding high-commission and long surrender annuities, which signals an opportunity to position compliant, client-friendly solutions and secure partnerships with carriers that align with fiduciary-focused selling

Niche market focus The firm targets financial professionals in the fixed annuity space, presenting a channel for partnerships with advisors seeking curated product portfolios and due diligence support to differentiate themselves in a crowded market

Financial resilience With a revenue range of 25–50 million and a stated emphasis on carriers with strong financials, there is potential to offer risk assessment tools, carrier due diligence services, and financial strength analytics to support advisor confidence

Tech-enabled operations The tech stack includes cloud and web technologies (S3, Cloudflare, MySQL, PHP) suggesting opportunities to pitch data-driven platforms, digital onboarding, and performance analytics that streamline advisor workflows

Growth potential visibility Mid-sized firm with a clear mission and a public-facing value proposition; sales teams can target similar mid-tier distributors or RIA networks seeking curated annuity offerings and reputational risk management

Similar companies to SFG Annuity Advisors

SFG Annuity Advisors Tech Stack

SFG Annuity Advisors uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore SFG Annuity Advisors's tech stack below.

SFG Annuity Advisors's Email Address Formats

SFG Annuity Advisors uses at least 1 email format:
SFG Annuity Advisors Email FormatsExamplePercentage
FL@sfgannuity.comJD@sfgannuity.com
100%

Frequently Asked Questions

What is SFG Annuity Advisors's phone number?

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You can contact SFG Annuity Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFG Annuity Advisors's official website and social media links?

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SFG Annuity Advisors's official website is sfgannuity.com and has social profiles on LinkedIn.

How much revenue does SFG Annuity Advisors generate?

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As of September 2026, SFG Annuity Advisors's annual revenue is estimated to be $25M - $50M.

What is SFG Annuity Advisors's NAICS code?

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SFG Annuity Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does SFG Annuity Advisors have currently?

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As of September 2026, SFG Annuity Advisors has approximately 15 employees across 1 continents, including North America. Key team members include Principal And Founder: R. D., Owner: M. P. and Annuity Licensing And Transfer Coordinator: C. H. Explore SFG Annuity Advisors's employee directory with LeadIQ.

What industry does SFG Annuity Advisors belong to?

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SFG Annuity Advisors operates in the Financial Services industry.

What technology does SFG Annuity Advisors use?

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SFG Annuity Advisors's tech stack includes Amazon Web Services, WordPress, Shopify, Cornerstone, jQuery Migrate, Datadog, Yoast SEO and Contact Form 7.

What is SFG Annuity Advisors's email format?

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SFG Annuity Advisors's email format typically follows the pattern of FL@sfgannuity.com. Find more SFG Annuity Advisors email formats with LeadIQ.
SFG Annuity Advisors logo

SFG Annuity Advisors

Financial ServicesNew Jersey, United States11-50 Employees

SFG Annuity Advisors operates within the financial services sector, focusing on fixed annuities and supporting financial professionals in selecting suitable products amid a complex market. The firm has built a reputation for integrity in the fixed annuity space by maintaining a carefully curated portfolio that excludes certain products and carriers. It avoids offerings with high commissions and those with lengthy surrender schedules, prioritizing long-term client value over producer compensation. 

Its target audience comprises financial advisors who prioritize acting in clients' best interests and seek disciplined guidance on product selection. Based in Red Bank, New Jersey, the company operates as a small to midsize team within the financial services industry.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    SFG Annuity Advisors's revenue is estimated to be in the range of $25M - $50M

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