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SBG, Inc.

Overview:

SBG, Inc. utilizes a unique comprehensive process that encompasses 6 specific areas:

   * Creative Wealth Transfer Techniques.
   * Life Insurance Policy Review: Efficiency analysis of your client’s existing life insurance policies.
   * Creating a Legacy for your Clients.
   * Case Design and Point of Sale: We build cases, meet with advisors and their clients as a resource and put together presentations.
   * Case Management: Our goal is to make insurance as easy as possible. We manage every aspect of a case in order to get the best offer and issued as quickly as possible.
   * Highly Rated Carriers: We bring the highest rated carriers and their products to your clients.

We do this with a team of professionals that have over 130 years of combined experience in the financial services industry. Let us be your resource!

A New Level of Service

SBG, Inc. brings it’s producers a higher level of service by combining a consultative approach such as case design, sales concepts and point of sale support with an advisory level of support that will provide producers with a process for growing their business. In addition we add a transactional level of service that includes case management, finding the best product and carrier for your client and managing the underwriting process for the quickest delivery.

Advanced Planning

SBG, Inc. has extensive experience in the Advanced Planning area. For estate planning, business planning or charitable planning our team has the knowledge, experience and resources to provide our producers with the case design, concept design and the ability to do point of sale with clients and advisors to get advanced cases closed. We bring the latest ideas and concepts to our producers that will help them grow their relationships with their clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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