Underwriting
Our professional team provides a white-glove experience, helping optimize results while ensuring the utmost level of privacy and discretion.
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The life insurance industry, like any other competitive market, is constantly introducing new products and pricing strategies. Each life insurance company has a different way of assessing an individual's risk profile. Particular medical conditions may be viewed as significant by one life insurance company, but not by another. |
As an independent brokerage firm, Winged Keel can access the entire life insurance marketplace for solutions that help meet the financial objectives of our clients. We create a Risk Classification Auction™ among the most competitive and highly-rated life insurance companies to help optimize the pricing of each client's life insurance portfolio. |
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© 2023 Winged Keel Group. All rights reserved. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. AR Insurance License #100101804. CA Insurance License #0E67796. MN Insurance License #20316305. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United 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. #3794921.1 The principal place of business and the state of domicile for Winged Keel Group, Inc. is: |