News & Publications
Announcements and articles from Winged Keel Group’s thought leaders provide insight and perspective on trending topics.
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Enhancing Charitable Giving with Life Insurance
Brian Gartner and Vernon W. Holleman, III
The Popularization of the Separately Managed Account: How Financial Advisors and Fund Managers Are Investing for Their Clients Inside Private Placement Life Insurance Vehicles
Aaron Abrahms and Eric Naison-Phillips
Is Life Insurance the Answer to the Proposed Tax Increases?
Jeri L. Turley and Vernon W. Holleman, III
Finseca Welcomes Winged Keel Group Principal Jeri Turley as New Chair
Winged Keel Group Press Release, June 2021
Modernized Estate Planning With Private Placement Life Insurance
Brady C. Knight and Chelsea Maeda
Unlocking the Value of Cost Basis in Unlikely Places
Marko Djuranovic and Barbara Novak
Winged Keel Group Names John Kessinger and Kenneth Masters Principals and Announces Chelsea Maeda Will Join Executive Management Committee
Winged Keel Group Press Release, February 2021
Winged Keel Group Expands into Texas with Acquisition of Knight Planning Corporation
Winged Keel Group Press Release, January 2021
The Power of PPLI Planning: How to Integrate Lifetime Exemption Planning with Private Placement Life Insurance Structures
Aaron Abrahms and Matthew Wosk
Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms
Aaron Abrahms and Jordan Sprechman
Estate of the Union: How High Lifetime Exemption Amounts and Low Interest Rates Add Up to Estate Planning Success
Aaron Abrahms and Kyle Boni
A Conscious Commitment
Jeri L. Turley, Luis G. Chiappy, and Mike James
Life Insurance Policy Re-Pricing 2.0: Life Insurance Companies Adjust Quickly to 2020 Covid-19 Driven Impact
Vernon W. Holleman, III and Chelsea Maeda
Whole Life Policies 101
Aaron Abrahms and Kenneth Masters
Open Doors Shelter Appoints Winged Keel Group Principal Alexander Tuff to its Board of Directors
Open Doors Press Release, July 2020
Making the Most of a Virtual Internship This Summer
Aaron Abrahms
Is There a “New Normal” for Hedge Funds? A Discussion About Their Evolving Role in Asset Allocation
Winged Keel Group Mid-Atlantic Interview with PivotalPath, May 2020
Life Insurance Market Update Regarding COVID-19
Winged Keel Group Insights, April 2020
Life Insurance Policy Re-Pricing: What Drove the Changes and What It Means for Policy Owners and the Marketplace
Vernon W. Holleman, III and Chelsea Maeda
Winged Keel Group Principal Jeri Turley Named Inaugural Chair-Elect of New Organization Created by the Association for Advanced Life Underwriting and GAMA International
Winged Keel Group Press Release, March 2020
Winged Keel Group Announces Brian Gartner, Chelsea Maeda, Barbara Novak, and Vikash Haritwal as Principals
Winged Keel Group Press Release, January 2020
Charitable Planning with Private Placement Variable Annuities
Matthew Phillips and Jeri Turley
Private Placement Life Insurance and RIAs
Aaron Abrahms and Michael Mingolelli, Jr., JD
PPLI Roadmap for Advisors
Aaron Abrahms and Eric Naison-Phillips
Succession Planning: 6 Steps To Transition Your Business Without Panic
Alexander Tuff
Winged Keel Expands into Mid-Atlantic with Acquisition of BCG Companies
Winged Keel Group Press Release, January 2019
Brian Gartner Promoted to Managing Director, Head of San Francisco
Winged Keel Group Press Release, January 2019
Winged Keel Group Opens Boston Office
Winged Keel Group Press Release, October 2018
Impact of Rising Interest Rates on Guaranteed Life Insurance Products
Marko Djuranovic and Eric Naison-Phillips
Private Placement Life Insurance Primer
Brian Gartner and Matthew Phillips
D.C. Dysfunction Affects Long-Term Asset Allocation
Bob Haber, Forbes Contributor, Quoting Aaron Abrahms
Term Life Insurance and Pre-Liquidity Planning
Aaron Abrahms, Brian Gartner, Eric Naison-Phillips
Winged Keel Group Announces Opening of San Francisco Office
Winged Keel Group Press Release, February 2017
11 Tips for Launching Your Career: A Guide for Young Millennials
Alexander Tuff
Diversity... An Opportunity for Change
Campbell T. Gerrish, Jerry W. Hester, II, and Jeri L. Turley
Getting Strategic Planning to Work for Your Growing Enterprise
Alexander Tuff
Getting Your People Strategy Right
Alexander Tuff
Four Ways to Make Meetings Work
Alexander Tuff
10 Ways to Create a Culture of Open Communication
Alexander Tuff
Shakes on a Plane: Why Proper Life Insurance Planning Can Give You Peace of Mind
Aaron Abrahms
AALU Speaker: Watch for these 15 changes come 2020
Warren S. Hersch, on insight from Campbell Gerrish at the 2015 AALU Annual Meeting
Mission Control
Alexander Tuff
5 Key Concepts for Every Chief Operating Officer
Alexander Tuff
The Simplicity of a Private Placement Variable Annuity Investment Account
By Aaron Abrahms
Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts - A Brief Overview
By Aaron Abrahms |
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© 2021 Winged Keel Group. All rights reserved. Winged Keel Group and/or its agents are presently licensed to sell traditional life insurance in the following states: Variable life and annuity products, as well as other securities products, may be sold in the following states: Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. 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. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. 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: |