Market Niche SBG specializes in insurance solutions for foreign national clients, presenting a unique opportunity to target advisors and firms that serve international markets or expatriates seeking specialized insurance services.

Growth Potential With a revenue range of 25 to 50 million dollars and a broad footprint across 43 states, SBG is positioned for growth within the insurance brokerage space, inviting opportunities to expand partnerships with financial advisors looking for comprehensive product offerings.

Acquisition Benefits Being acquired by Lockton Affinity in March 2022 enhances SBG’s strategic positioning, opening avenues for sales collaborations leveraging Lockton’s extensive distribution network and resources in the insurance and financial sectors.

Technology Integration SBG’s tech stack, including Google Cloud, PHP, and WordPress, indicates a focus on digital engagement and efficient service delivery, providing opportunities to offer complementary digital solutions or tech-enabled products to streamline advisor-client interactions.

Advisor Support SBG’s emphasis on supporting financial advisors with case design and advanced planning suggests a potential market for sales of innovative insurance tools, case management systems, or educational resources aimed at enhancing advisor-client engagement.