At SFG Brokerage, our focus is to aid brokers that work with us, so they can deliver solutions to their client base. To do this, we have collected a vast team of specialists with experience across various sectors of the marketplace.
Case Design Center
Our design team assists financial professionals through analysis preparation and concept implementation, taking the first step toward solving a need for a client.
Advanced Sales Department
Facing a new or complex situation with one of your clients? Our business and estate planning experts are here to help you find the optimal solution.
Tax and Estate Planning
Our team can analyze legal documents and provide strategies to allow you to better educate your client on wealth preservation strategies.
Business Planning Specialists
SFG Brokerage can assist your business owner clients align their personal goals with their business planning objectives. Our specialists will analyze financial information and design plans that help brokers create solutions.
Business Evaluation Department
Proper business planning starts with knowing what the business is worth. SFG Brokerage assists financial professionals by evaluating a client’s company and implementing strategies designed to increase overall value.
Life Insurance Specialists
Need underwriting for a case, information on a product, or insight on a competitive situation? Our life insurance specialists are aim to craft the best solution for your client.
Disability Income Insurance Specialists
In the event of an accident or illness, disability insurance is one of the most vital protection products a client can have. Our team helps financial professionals understand the marketplace and work to create the best solutions for their clients.