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Case Design Center
Our design team assists advisors 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 advisors by evaluating a client’s company and implementing strategies that 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 here 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 advisors understand the marketplace and create the best solutions for their clients. |
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