Winged Keel Group is an independent life insurance brokerage firm specializing in the structuring and administration of large life insurance portfolios for ultra-affluent families.  We utilize a variety of sophisticated planning and product strategies to help our clients achieve their long-term goals.  It is our commitment to excellence "beneath the surface" that sets us apart.

Who We Are
Biographies
Private Client Group
Private Placement

Disclosures:
Winged Keel Group and/or its agents is presently licensed to sell traditional life insurance in the following states:
AL, AK, AZ, AR, CA license number 0E67796, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN license number 20316305, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in the following states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WY.
Residents of other states should consult with a local registered representative for securities products.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Winged Keel Group is independently owned and operated.

Winged Keel Group is a member of M Financial Group.  Please go to www.mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.

This is not an offer to sell securities, which may be done only with the proper delivery of a prospectus and a client suitability review.

The principal place of business and the state of domicile for Winged Keel Group, Inc. is:  1700 Broadway, 34th Floor, New York, New York 10019 212-527-8000

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