Our Process

At SFG Brokerage, we are there for our financial professionals through every stage of the implementation process. Our team is committed to supporting your clients by creating a tailored solution for every situation.  

Listen

Once we understand your objectives, we work together to lay out the proper steps needed to design the best possible solution.

Support

We identify opportunities and provide support based on our experience in the marketplace and product lines.

Analyze

By analyzing each possible option, we can provide product alternatives and competitive analysis.

Design

Whether it means taking care of the case design packaging, illustration support, or business evaluation, we are dedicated to designing the best solution for your client.

Implement

After decided on a solution, our team of experts are here to help by implementing in-field advanced sales and product support.

Serve

Empowering our brokers through ongoing services such as book management, opportunity analysis, and support adjustments when required.