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Winged Keel Group is a boutique insurance advisory firm
specializing in life, annuity, disability, and long-term care insurance products. Since our formation in 1989, we have
placed over $20
billion
of risk protection on behalf of our clients. Our principal
business lines include:
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Private Clients – Winged Keel's Private Client Group specializes in structuring life insurance solutions for high net-worth clients and their families. Our Private Client Team assists individuals in all aspects of an insurance transaction from analyzing products and funding structures, to choosing an insurance carrier, to implementation and servicing the policy over the course of the insured's life. In addition to advisory services involving traditional life insurance products, Winged Keel Group is also a nationally recognized specialist in the design, implementation, and administration of Private Placement Life Insurance and Annuity programs. These programs are designed to enhance the after-tax returns of tax-inefficient investments.
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Executive Long-Term Disability
– Our Executive Long-Term Disability group provides disability insurance plan
design, enrollment, and administration services to
institutional clients. Winged Keel Group administers over 11,000 portable
Long-Term disability policies and administers
plans insuring over 55,000 employees through employer
sponsored long-term disability benefit plans.
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Selective Executive Benefits
– Winged Keel Group has helped a variety of firms to
structure, fund, and administer their non-qualified
supplemental benefit plans to provide customized incentives
for key executives and directors.
About the Name
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"Look beneath the surface; let not the several quality
of a thing nor its worth escape thee."
-Marcus Aurelius Antonius |
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