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Focus on Longevity End-to-End
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Knowledge Depth
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Founded in 1989, Winged Keel Group is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families.

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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 has established a differentiated reputation among life insurance brokerage firms by combining the following key attributes:

Independence		Domain Expertise		Infrastructure		Longevity
Winged Keel's independence from all life insurance companies enables us to provide unbiased advice to clients and their advisors, and to utilize a highly disciplined Risk Classification Auction™ process to optimize the life insurance portfolio pricing.		Winged Keel'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.		Winged Keel offers operational depth and a team-oriented approach that enables each client to benefit from the best possible resources for their particular circumstances. We are constantly investing in incremental process improvements, enhanced systemization, and people in order to live up to our clients' expectations.		Winged Keel's multi-generational governance structure helps to assure long-term continuity of service for our clients' life insurance portfolios.

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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, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN license number 20316305, MS, MO, MT, ND, 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 for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in the following states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, ND, NE, NV, NH, NM, NJ, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. Residents of other states should consult with a local registered representative for securities products.

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 ssr软件下载 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 ssr软件下载. 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.

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The principal place of business and the state of domicile for Winged Keel Group, Inc. is:
1700 Broadway, 34th Floor, New York, New York 10019 212.527.8000