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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Winged Keel Group

Winged Keel Group's headquarters in New York, NY, United States

This department focuses on managing relationships with clients and providing support to enhance their experience and satisfaction.

Client Services

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

This department focuses on assessing risks and determining the terms of insurance policies.

Underwriting Department

This department focuses on analyzing financial data and reporting insights to support decision-making and strategic planning.

Financial Analysis

The Underwriting and Case Design team at Winged Keel Group plays a crucial role in evaluating and structuring life insurance policies tailored to meet the sophisticated needs of high-net-worth clients. This team collaborates closely to assess risk, design customized insurance solutions, and ensure superior administration of large block life insurance portfolios. Their expertise in underwriting and strategic case design enables the firm to deliver exceptional, long-term coverage solutions that align with clients' financial goals.

Underwriting and Case Design

This department oversees the strategic direction and decision-making processes of the organization.

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Client Relationship Management

Underwriting Department

Financial Analysis

Underwriting and Case Design

Executive Leadership