wingedkeel.com
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Who We AreAbout Our NameDifferentiation Leadership Team What We DoPrivate Client GroupPrivate Placement How We Do ItPortfolio DesignUnderwritingClient Administration PublicationsPublicationsSpeaking Engagements Contact Us Careers Focus on Longevity End-to-EndService Our success is about living up to the promiseswe make today over the next 30 - 60 years Learn More Independence ReliableUnbiased Life insurance portfolio advice Learn More Knowledge DepthExpertise &Experience 50+ person team Learn More Robust Infrastructure Beneaththe Surface A difference that matters Learn More Focus on Longevity End-to-EndService Our measure of success is about living up to our clients' expectations over the next 30 - 60 years Learn More Independence ReliableUnbiased Life insurance portfolio advice Learn More Knowledge DepthExpertise &Experience 50+ person team Learn More About Our Name The name Winged Keel Group was inspired by the 1983 America's Cup yacht race. Dating back to 1851, the America's Cup is the oldest continuous competition in sport. Read more... Winged Keel Group Winged Keel Group is an independent life insurance brokerage firm that seeks to create and implement customized, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. We specialize in the structuring and administration of large life insurance and annuity portfolios that enable our clients to achieve their financial goals. Winged Keel Group has established a differentiated reputation among life insurance brokerage firms by combining the following key attributes: Longevity Winged Keel Group’s multi-generational partnership governance structure helps to assure continuity of service for our clients’ life insurance portfolios. Infrastructure Winged Keel Group is constantly investing in incremental process improvements, systemization, and people in order to live up to our clients’ expectations. Knowledge Winged Keel Group’s focus on ultra-affluent families has enabled us to develop domain expertise with respect to the products, planning structures, financing methods, and administrative requirements of large block life insurance portfolios. Independence Winged Keel Group’s independence from all life insurance companies enables us to provide unbiased advice to clients and their advisors, and to utilize an auction process to optimize the life insurance portfolio pricing. Learn More © 2016 Winged Keel Group. All rights reserved. Winged Keel Group and/or its agents are presently licensed to sell traditional life insurance in the following states: AL, AK, AZ, AR, CA license number 0E67796, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN license number 20316305, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent fo
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