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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.   Since our formation in 1989, we have helped clients acquire over $20 billion of coverage.   Over the years, Winged Keel has established a differentiated position in the market by continuously investing in building an operating infrastructure that enables us to deliver consistent high quality work over long periods of time.

  • Winged Keel is completely independent of all life insurance companies.   We do not accept any subsidies or contributions from any life insurance company to pay for our operating expenses (rent, salaries, benefits, etc.)
  • Winged Keel is a professional firm, with significant operational depth and a team orientation that enables each client to benefit from the best possible resources for a given project.
  • Winged Keel has the necessary domain expertise and experience to perform life insurance portfolio fiduciary reviews in a manner consistent with the obligations outlined in the Uniform Prudent Investors Act.
  • Winged Keel uses a highly disciplined Risk Classification Auction™ process to optimize policy pricing.   In addition, as a member firm of M Financial Group, Winged Keel can offer clients superior pricing and protections for any non-guaranteed elements of policy performance.
  • Winged Keel is deeply committed to producing consistent high quality work, and has established a long track record of living up to this ideal.

 

 

 

"Look beneath the surface; let not the several quality of a thing nor its worth escape thee."

-Marcus Aurelius Antonius



NOTE: Winged Keel Group and/or its agents is presently licensed to sell traditional life insurance in the following states:
AL,AK,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,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:   1430 Broadway, 21st Floor, New York, New York 10018 212-527-8000
 
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