Here at SFG Brokerage, we have the expertise and infrastructure required to support all case types.

Business Planning
  • Business Succession Planning

  • Business Protection Planning

  • Key Person Insurance

  • Buy/Sell Insurance

  • Exit Planning Strategies

  • Worksite Voluntary Benefit Plans

Executive Benefits Solutions
  • Supplemental Executive Retirement Plans

  • Group Carve-Out Plans

  • Deferred Compensation Plans

  • Pension Plans

  • Executive Bonus Plans

Estate Planning 
  • Estate Tax Projections

  • Tax Minimization Strategies

  • Advanced Gifting Strategies

  • Family Business Integration

  • Trust Planning Services

  • Life Insurance Trusts

  • Healthcare Proxies

  • Will Management

Individual Planning
  • Retirement Planning

  • Protection Plan Analysis

  • Estate Planning Integration

  • Education Planning

  • Long Term Care Planning

Competitive Strategies