Executive Benefits

Executive benefit programs can enhance the long-term success of a business. From offsetting benefit plan expenses to mitigating earnings volatility to enhancing investment returns, we support clients with a variety of strategies, including those that provide:

  • Liquidity for a range of nonqualified executive benefit programs
  • Enhanced motivation and retention for key employees and executives
  • Regulatory capital while informally funding benefit programs for insurance companies
  • An asset on the balance sheet to offset the earnings impact of benefit liabilities

Our multi-life experience encompasses serving more than 200 public and private corporate clients across diverse industries including banks, credit unions, insurance companies, and law firms. We provide comprehensive insurance solutions in the following areas.

Insurance Plans

  • Corporate Owned Life Insurance (COLI)
  • Insurance Company Owned Life Insurance (ICOLI)
  • Partner Owned Life Insurance (POLI)
  • Bank Owned Life Insurance (BOLI)
  • Credit Union Owned Life Insurance (CUOLI)

Executive Benefit Plans

  • Split-Dollar Plans
  • Nonqualified Deferred Compensation Plans
  • 457(f) Plans
  • Nonqualified Defined Benefit Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Restricted Executive Bonus Arrangements (REBAs)
  • After-Tax Savings or Bonus Plans

Breadth of Experience

  • More than 200 corporate clients across diverse industries
  • Decades of independent advisory experience in the corporate life insurance market
  • Proven track record designing, implementing, and monitoring programs that align with client business objectives and long-term financial goals
  • Plan asset reporting capabilities and open-architecture access to benefit administration providers
  • A multigenerational team – 24 active partners with an average age of 53 – that provides stability and continuity to support the long-term obligations of the programs we design, implement, and administer

Our Capabilities

Winged Keel Group provides comprehensive services across the entire lifecycle of corporate life insurance programs.

  • Plan design and consulting
  • Financial modeling
  • Funding analysis and insight
  • Plan education and communication
  • Ongoing plan administration and communication

Why Choose Winged Keel Group

Strategic Differentiation

  • Singularly focused on life insurance and annuities
  • #1 Distributor of PPLI at all major domestic PPLI insurance carriers
  • 30+ professionals dedicated to policy reporting and administration with multi-carrier investment reporting
  • $10+ billion committed by WKG clients into PPLI for after-tax savings plans, leading the industry

Breadth of Experience

  • More than 200 corporate clients across diverse industries
  • Decades of independent advisory experience in the corporate life insurance market
  • Proven track record designing, implementing, and monitoring programs that align with clients business objectives and long-term financial goals

Unmatched Capabilities

  • The nation's leading Private Placement Life Insurance (PPLI) platform
  • Actively serving on the product development teams of 6 leading insurance carriers
  • The largest team in the industry dedicated to the use of life insurance products for benefit and tax planning
  • Plan asset reporting capabilities and open-architecture access to benefit administration providers

Continuity and Stability

  • A multigenerational team – 26 active partners with an average age of 53 – that provides stability and continuity to support the long-term obligations of the programs we design, implement, and administer

For additional information, please reach out marketing@wingedkeel.com.