News & Publications

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

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

A Conscious Commitment

Jeri L. Turley, Luis G. Chiappy, and Mike James
Finseca Focus, September/October 2020

Life Insurance Policy Re-Pricing 2.0: Life Insurance Companies Adjust Quickly to 2020 Covid-19 Driven Impact

Vernon W. Holleman, III and Chelsea Maeda
Bloomberg Tax / Tax Management Estates, Gifts and Trusts Journal, September 2020

Whole Life Policies 101

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

Making the Most of a Virtual Internship This Summer

Aaron Abrahms
Columbia University, School of Professional Studies, Wealth Management Program, July 2020

Life Insurance Market Update Regarding COVID-19

Winged Keel Group Insights, April 2020

Life Insurance Policy Re-Pricing: What Drove the Changes and What It Means for Policy Owners and the Marketplace

Vernon W. Holleman, III and Chelsea Maeda
Bloomberg Tax / Tax Management Estates, Gifts and Trusts Journal, March 2020

Winged Keel Expands into Mid-Atlantic with Acquisition of BCG Companies

Winged Keel Group Press Release, January 2019

Brian Gartner Promoted to Managing Director, Head of San Francisco

Winged Keel Group Press Release, January 2019

Winged Keel Group Opens Boston Office

Winged Keel Group Press Release, October 2018

Impact of Rising Interest Rates on Guaranteed Life Insurance Products

Marko Djuranovic and Eric Naison-Phillips
Trusts & Estates / wealthmanagement.com, August 2018

Term Life Insurance and Pre-Liquidity Planning

Aaron Abrahms, Brian Gartner, Eric Naison-Phillips
Trusts & Estates / wealthmanagement.com, March 2017

Winged Keel Group Announces Opening of San Francisco Office

Winged Keel Group Press Release, February 2017

Diversity... An Opportunity for Change

Campbell T. Gerrish, Jerry W. Hester, II, and Jeri L. Turley
AALU Weekly Briefing, November 2016

AALU Speaker: Watch for these 15 changes come 2020

Warren S. Hersch, on insight from Campbell Gerrish at the 2015 AALU Annual Meeting
LifeHealthPRO, May 2015