Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families.  Since inception, we have helped clients acquire more than $55 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals.  It is our commitment to excellence “beneath the surface” that sets us apart.

Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time.  For more information, please visit us at www.wingedkeel.com. 

Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.

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• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
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Insurance

Venture Capital

Winged Keel Group

Peter W. Fleming

Amy Donaldson

Jerry Cheung

Ken Masters

Tim Mccarty

Stephanie Preston

Mee Mei Zhao

Katie Watt

Kathleen Watt

Douglas Doughty

Doug Doughty

Christian Lysinger

Vikash Haritwal

The Client Relationship Management team at Winged Keel Group is dedicated to fostering strong, long-term relationships with clients by providing personalized support and expert guidance in navigating complex life insurance strategies. This team collaborates closely with clients to understand their unique needs, ensuring the effective structuring and administration of their life insurance portfolios while delivering exceptional service and tailored solutions that align with their long-term financial goals.

Client Relationship Management

Underwriting and Case Design

Technical Operations

Client Relationship Management

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Other teams at Winged Keel Group

Underwriting and Case Design

Technical Operations