SPG | Life & Annuity

“I’ve been working with Dana and his team for 20+ years now, and they are by far and away the best brokerage agency with whom I have worked. As a “one-man shop” I rely on SPG Life & Annuity for everything from quotes and product recommendations to application processing and underwriting, and even the more complex issues of advanced planning and case design. To have all of these experts in-house and at my disposal is so important and a real “value-add”. Dana has become an integral part of my practice, and the whole team at SPG Life & Annuity really goes above and beyond with their services and expertise.”

“I have been working with SPG Life & Annuity for over 12 years. Finding the appropriate strategic partner to enhance my practice’s value proposition was an arduous task. Over the years, I have worked with other brokerages who ultimately lacked depth and breadth in their ability to assist me in the growth of my firm. From SPG Life & Annuity’s advanced case design team to the licensing and commissions department and everything in between, SPG Life & Annuity strives to deliver “white glove” service, and they deliver. Their commitment is unwavering and as such has been instrumental in helping me grow my practice and remain relevant in these ever-changing times.”

“I’ve worked with SPG Life & Annuity for several years. My experience has been phenomenal. They take the time and put forth the effort to be professional and exacting in their design, their underwriting, and their implementation. Be it Tim and Chase in underwriting, Meg in New Business, or Mike on the relationship management/design side – they pick up the phone and work through the case until it is in the place that it needs to be. SPG Life & Annuity has become an integral part of my business.”

"SPG Life & Annuity strives for excellence, treats producers like valuable partners, is always accountable, successfully differentiates themselves, and is a place that feels like home because everyone cares. Thank you for making SPG Life & Annuity a special place and thank you for contributing to my success.”

SPG Life & Annuity continues to raise the bar on how to add value – they are truly the best at what they do and how they work with their agents.

"SPG Life & Annuity continues to provide best in class value-added services to their agent partners, who are treated as family. Combined with their superb underwriting, case management and illustration teams, they are without a doubt the best of the best."

"I own a boat, SPG Life & Annuity is my GPS system. They are my back up system in order for me to make sure I fulfill my responsibility to my clients."

"It’s not about the product. Sometimes it’s not about the underwriting. A lot of times, it has to do with the relationship."

"SPG Life & Annuity helps you look at a scenario and figure out different ways you may want to do or not do it – but you are vetting it and feeling confident about it."