News & Publications

Announcements and articles from Winged Keel Group’s thought leaders provide insight and perspective on trending topics.

Supercharging Wealth: When RIAs Use PPLI and SMAs to Add Value to Client Relationships

2026 Market Outlook / wealthmanagement.com, January 2026
Michael Mingolelli, Jr. and Brian Gartner

Perspective on the PHL Rehabilitation

Winged Keel Group Insights, November 2025

GTCR Announces Strategic Investment in Winged Keel Group

GTCR and Winged Keel Group Press Release, January 2025

Planning for Non Bloodline Family Members With Term Life Insurance

Eric Hieber and Matthew Phillips
Bloomberg Tax / Tax Management Estates, Gifts and Trusts Journal, March 2022

Unlocking the Value of Cost Basis in Unlikely Places

Marko Djuranovic and Barbara Novak
Trusts & Estates / wealthmanagement.com, April 2021

Whole Life Policies 101

Aaron Abrahms and Kenneth Masters
Trusts & Estates / wealthmanagement.com, September 2020