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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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 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

Client Relationship Management

Technical Operations

Underwriting and Case Design

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Other teams at Winged Keel Group

Client Relationship Management

Technical Operations