Overview

Winged Keel's Private Client Group specializes in structuring life insurance solutions for high net-worth individuals and their families.  Our clients come to us for three basic purposes: to preserve the wealth they have created; to transfer assets to future generations; and, to accumulate assets in a tax-efficient manner.  Since 1989, Winged Keel Group, Inc. has placed over $20 billion of risk protection on behalf of our clients.

Winged Keel’s private clients are financially sophisticated individuals primarily comprised of senior executives, investment bankers, money managers, and private equity and hedge fund investors.  Nearly all of Winged Keel Group’s private clients are referred from existing clients or professional advisors such as trust and estate attorneys, accountants, family offices, and private wealth managers.

The insurance industry, like any other competitive market, is constantly introducing new products and pricing strategies.  Each insurance company has a different way of assessing risk.  A certain medical condition may be a concern to one company, but not another.  As an independent insurance broker, Winged Keel Group looks to the entire insurance marketplace for solutions that best meet our customer's financial goals.  Our independence enables us to create a “risk classification auction” among the most competitive and highly rated companies for each client's unique situation.  By creating a competitive market where the insurance companies bid for our clients’ business, we help ensure that each client receives a solution that meets their needs.

Winged Keel Group also provides superior administration services for our clients’ insurance portfolios through a systematic review of their coverage.   Winged Keel has invested in an infrastructure that provides active client service.  The Client Service team acts as an intermediary between our clients and the insurance companies.  When a client has a detailed technical question about their policy, or has a simple administrative request such as an address change, they can call our client service team for help and avoid the inefficiency of dealing directly with insurance companies.