BD
Bill Dolan
President/Partner at Sbg,
View Bill's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
President/Partner
Feb 1996 - Present · 28 years and 10 months
Connecticut Mutual
Individual Sales
Present
Connecticut General
Individual Sales
Present
Company Details
11-50 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.
Year Founded
1996
Social Media
Linkedin
Industry
Insurance
HQ Location
12701 Whitewater Dr. Suite 200 Minnetonka, Minnesota 55343, US
Keywords
--
Discover More About Cleveland Clinic

Find verified contacts of Bill Dolan in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.