News & Publications

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

Private Placement Life Insurance: Key Characteristics and Benefits

2026 Midyear Outlook – Wealth Management, August 2026
Brent Eden and David Wischmeier

White Paper: PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk

Family Enterprise USA, August 2026
Mark Richards and Zach Specht

Winged Keel Group Provides Additional Details on Acquisition of SBSI, Inc.

Winged Keel Group Press Release, July 2026

Winged Keel Group Expands National Presence and PPLI Leadership, Welcomes Howard Sharfman, Warren McGuire, and the SBSI, Inc. Team

Winged Keel Group Press Release, July 2026

Enhancing Net After-Tax Returns with Private Placement Life Insurance

Investments & Wealth Review (an Investments & Wealth Institute publication) – Number 02, June 2026
Jeri Turley and Zach Specht

Case Study: Optimizing Foreign Non-Grantor Trust Assets with Private Placement Life Insurance (PPLI)

Winged Keel Group Insights, March 2026

Case Study: Utilizing PPLI to Mitigate Tax Liabilities of Lifetime Exemption Planning

Winged Keel Group Insights, February 2026

Case Study: Utilizing PPLI to Mitigate Tax Liabilities Related to SLAT Planning

Winged Keel Group Insights, February 2026

Assessing the Impact of 2026 Dividend Crediting Rates on Whole Life Policies

Winged Keel Group Insights, January 2026

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

Winged Keel Group’s Strategic Expansion Continues With Addition of William J. Ventura, CFP®, AEP®

Winged Keel Group Press Release, December 2025

Perspective on the PHL Rehabilitation

Winged Keel Group Insights, November 2025

Sounding the Alarm: Client Lawsuits Highlight Concerns Regarding Index Universal Life and Financed Life Insurance Plans

Winged Keel Group Insights, November 2025

Winged Keel Group Appoints Tricia Michaels, CFO, Expanding Leadership Team to Drive Accelerated Growth Strategy

Winged Keel Group Press Release, October 2025

Winged Keel Group Further Expands Southwest Presence with Acquisition of Bridge Life

Winged Keel Group Press Release, October 2025

Winged Keel Group Names Jacob Boston as Managing Director, Marketing and Communications

Winged Keel Group Press Release, September 2025

Winged Keel Group Adds Sean O’Reilly to Executive Team as Chief Operating Officer

Winged Keel Group Press Release, September 2025

Winged Keel Group Welcomes Scott Coppeto to Enhance Institutional Relationships

Winged Keel Group Press Release, August 2025

Winged Keel Group Furthers Market Expansion with Acquisition of MBW Group

Winged Keel Group Press Release, July 2025

Winged Keel Group Continues its Accelerated Growth with the Acquisition of BryanMark Group, Furthering its Market Expansion

Winged Keel Group Press Release, June 2025

GTCR Announces Strategic Investment in Winged Keel Group

GTCR and Winged Keel Group Press Release, January 2025

Our Perspective on Income and Estate Tax Planning in the New Political Environment

Winged Keel Group, November 2024

WKG Insights: Life Insurance Financing Economic Benefit Split Dollar

Winged Keel Group Insights, December 2023

Winged Keel Group Expands into Denver with Acquisition of The Madison Group

Winged Keel Group Press Release, June 2023

Winged Keel Group Expands into Atlanta with Acquisition of Nease, Lagana, Eden & Culley

Winged Keel Group Press Release, January 2023

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

Finseca Welcomes Winged Keel Group Principal Jeri Turley as New Chair

Winged Keel Group Press Release, June 2021

Winged Keel Group Expands into Texas with Acquisition of Knight Planning Corporation

Winged Keel Group Press Release, January 2021

Whole Life Policies 101

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

© 2026 Winged Keel Group. All rights reserved.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. Winged Keel Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. 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. AR Insurance License #100101804. CA Insurance License #0E67796. MN Insurance License #20316305

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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.

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