Speaking Engagements
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Bank of America Webinar - April 14, 2021
Introduction to IDFs Prudential Ignite 2021 - February 01, 2021
Life Insurance Market Update LISI Webinar - November 05, 2020
Investor Control & the Private Placement Life Insurance Market Excelsior Capital Webinar - October 29, 2020
Ultra High Net Worth Family Tax Liabilities and Opportunities in an Uncertain Future 2020 M Marketing Meeting - October 07, 2020
Five Case Studies By Five M Producers on How to Sell at a Social Distance and Capture Sales 2020 M Marketing Meeting - October 07, 2020
Commercial Premium Financing: Good or Bad? 2020 AALU Beacon - September 16, 2020
Modern Practice Management – A Discussion on Growing a Life Practice in the New Environment 2020 AALU Beacon - September 10, 2020
Getting Ready - Crafting your Story for a Virtual World 2020 AALU Beacon - September 09, 2020
Secrets of the Best and Brightest The Family Wealth Alliance 2019 Alliance Forum - Chicago, IL - October 18, 2019
Effective Ways to Preserve Relationships Across Generations with Ultra-Affluent Clients 2019 Conference of African American Financial Professionals - Atlanta, GA - August 06, 2019
Tell Your Own Story: Engagement & Advocacy to Promote Our Clients and the Profession 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 06, 2019
New Opportunities for Selling PPLI: Tax Act, Death Benefit Changes, Smaller Clients and More 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 05, 2019
How to Execute PPLI/VA in Practice: Broker Dealers, Licenses, Custodians and Reporting 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 05, 2019
Examining the Data – Current Trends and New Opportunities in the PPLI and PPVA Market 2018 Fall Private Placement Conference Presented by SALI Fund Services - New York, NY - October 30, 2018
Market Update 2018 M Marketing Meeting - Scottsdale, AZ - October 09, 2018
The Future of Life Insurance: A Cross Generational Point of View 2018 M Marketing Meeting - Scottsdale, AZ - October 08, 2018
Life Insurance as a Unique Asset Class LISI PPLI Webinar - New York, NY - October 03, 2018
Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results 2018 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018
Innovation Panel: New Frontiers in Utilizing PPLI/PPVA 2018 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018
Current Trends in the PPLI and PPVA Market 2018 AICPA Engage - Las Vegas, NV - June 11, 2018
Private Placement Life Insurance as a Tax Strategy 2018 AALU Annual Meeting - Washington D.C. - April 30, 2018
The PPLI Opportunity 2018 National Advisors Conference (NAC) - Dana Point, CA - February 28, 2018
Why Advisors Recommend Jumbo Policies and How to Place Them NYSSCPA Family Office Committee - New York, NY - February 27, 2018
Integrating Tax Efficiency into Estate Planning - U.S. and Cross Border LISI PPLI Webinar - New York, NY - October 13, 2017
Private Placement Life Insurance & Annuity Strategies for Wealthy Families: Trends, Challenges, and Strategies for Growth New Jersey ICLE Seminar - Morristown, NJ - October 10, 2017
High Investment Returns, Tax Free Income Building, Artificial Super Intelligence: Important Goals in Building and Preserving Wealth 2017 Fall Private Placement Conference, Hosted by SALI Fund Services - New York, NY - October 04, 2017
Market Update M Marketing Meeting - Chicago, IL - September 26, 2017
From Fringe to Mainstream: The Story with PPLI 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Cash Value: The Central Element Underpinning All Private Placement Contracts 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Private Placement Fundamentals: Design and Underwriting 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Industry Overview Address: Changes, Challenges and Strategies for Growth MAGNASTAR Regional Advisors Meeting - New York, NY - April 25, 2017
PPVA and PPVUL Applications and Case Studies Houston Business and Estate Planning Council - Houston, TX - November 17, 2016
Introduction to Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Investment Accounts The University of Connecticut School of Law, Trust & Estates Class - Hartford, CT - October 19, 2016
Estate and Gift Tax: Introduction to Life Insurance Campden's North American Family Investment Conference - Chicago, IL - May 26, 2016
Improving the Tax Efficiency of Alternatives Portfolios to Generate Persistent and Repeatable Structural Alpha J.P. Morgan 2016 Hedge Fund CFO Roundtable - San Francisco, CA - May 05, 2016
J.P. Morgan 2016 Hedge Fund CFO Roundtable Opal's Family Office Winter Forum - New York, NY - March 08, 2016
Insurance Dedicated Funds: How Families Invest in Hedge Funds and Other Asset Classes Tax Efficiently 2015 M Marketing Meeting - Scottsdale, AZ - October 06, 2015
Diversity Overview: A View to the Future The Yale Club - New York, NY - June 01, 2015
A Recent Transaction Utilizing a Private Placement Variable Annuity 2015 AALU Annual Meeting - Washington D.C. - May 03, 2015
From Innovation to Opportunity (click here to watch a video of Campbell's vision for the industry in 2020) 2015 FOA Spring Global Summit - Rye, NY - April 08, 2015
Alternatives Investing for Growth & Tax Efficiency: How Families Can Maximize a Charitable Legacy for Generations Opal's Family Office Winter Forum - New York, NY - March 10, 2015
Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Solutions |
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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: |