Speaking Engagements
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Prudential Ignite 2021 - February 01, 2021
Life Insurance Market Update 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 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 2018 National Advisors Conference (NAC) - Dana Point, CA - February 28, 2018
Why Advisors Recommend Jumbo Policies and How to Place Them The University of Connecticut School of Law, Trust & Estates Class - Hartford, CT - October 19, 2016
Estate and Gift Tax: Introduction to Life Insurance J.P. Morgan 2016 Hedge Fund CFO Roundtable - San Francisco, CA - May 05, 2016
J.P. Morgan 2016 Hedge Fund CFO Roundtable 2015 M Marketing Meeting - Scottsdale, AZ - October 06, 2015
Diversity Overview: A View to the Future 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) |
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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: |