Who we are Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for ultra-affluent families. Since inception, we have helped clients acquire over $25 billion of coverage.
Independence and Objectivity
- Winged Keel Group is completely independent of all life insurance companies. We do not accept subsidies or contributions from any life insurance company to pay our operating expenses. This independence enables us to offer unbiased life insurance portfolio advice.
- We use a highly disciplined Risk Classification Auction™ process to optimize life insurance portfolio pricing. The auction process creates a competitive environment among the insurance companies and leverages Winged Keel Group’s knowledge, experience, independence, relationships, and the volume and quality of our existing block of business. In addition, as a member firm of the M Financial Group buying consortium, Winged Keel Group can provide clients with pricing protection for non-guaranteed elements of policy performance.
Differentiated Infrastructure
- Winged Keel Group has established a differentiated position in the market by continuously investing in an operating infrastructure that allows us to deliver consistent high-quality work over long periods of time.
- The large block life insurance portfolios that our clients implement have a typical lifespan of 30 to 60 years. It is not possible to live up to the obligation of administering life insurance portfolios over long periods of time without a significant commitment to infrastructure. Our ongoing investments in portfolio design, underwriting, and client administration capabilities are a core strategic thrust and a key point of differentiation. We are highly focused on pursuing incremental improvements in processes, technology, and human capital, whenever possible.
Depth, Expertise, and Experience
- Winged Keel Group offers operational depth and a team-oriented approach that enables each client to benefit from the best possible resources for their particular circumstances.
- Winged Keel Group also 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 Investor Act.
