Winged Keel Group

Founded in 1989, Winged Keel Group is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families.


The name "Winged Keel Group" was inspired by the 1983 America's Cup yacht race. Dating back to 1851, the America's Cup is the oldest continuous competition in sport. Read more...

Winged Keel Group has established a differentiated reputation among life insurance brokerage firms by combining the following key attributes:

Domain Expertise
Winged Keel's independence from all life insurance companies enables us to provide unbiased advice to clients and their advisors, and to utilize a highly disciplined Risk Classification Auction™ process to enhance the life insurance portfolio pricing.   Winged Keel's focus on ultra-affluent families has enabled us to develop domain expertise with respect to the products, planning structures, financing methods, and administrative requirements of large block life insurance portfolios.   Winged Keel offers operational depth and a team-oriented approach that enables each client to benefit from a robust array of resources suited to help meet their unique needs. We are constantly investing in incremental process improvements, enhanced systemization, and people in order to live up to our clients' expectations.   Winged Keel's multi-generational governance structure helps to assure long-term continuity of service for our clients' life insurance portfolios.
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