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. Winged Keel Group has established a differentiated reputation among life insurance brokerage firms by combining the following key attributes:.
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 offers operational depth and a team-oriented approach that enables each client to benefit from the best possible resources for their particular circumstances.
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 offers operational depth and a team-oriented approach that enables each client to benefit from the best possible resources for their particular circumstances.
Services
Dating back to 1851, the America's Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the Cup since the contest began. The challenger's key to victory was the development of a "winged keel." This structural development increased the challenging yacht's stability, enabling it to move more smoothly and quickly through the water.
30+ years after our founding, Winged Keel has grown into a sustainable, multi-generational services and administration platform. Our partnership of 14 Principals collaborates with an experienced, disciplined, and focused team of 60+ professionals. Together, we are focused on delivering world-class solutions and consistent, high-quality service to the clients and advisors that entrust us with their life insurance portfolios.
The balance sheets of most ultra-affluent families are comprised of complex assets with varying levels of liquidity. Additionally, most wealth accumulation and wealth transfer strategies require time to mature. As a result, market volatility and changing financial circumstances can have a material impact on wealth creation and preservation.
Founded in 1989, Winged Keel Group ("Winged Keel") 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. Since inception, we have helped clients acquire more than $55 billion of coverage.
At Winged Keel, we strive to be the preeminent life insurance brokerage firm for ultra-affluent families by consistently exceeding the expectations of our clients and their advisors, delivering intelligent advice and diligent service, and serving multiple generations of clients through continual innovation and customized solutions.
Reviews (1)
Herb Friedman
Aug 04, 2018
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Hard to believe that this is the first review. Winged Keel has been my insurance broker for decades. For integrity and transparency in describing the products they provide they can hardly be matched and certainly not exceeded. Moreover, life insurance represents a continuing business relationship and Winged Keel stays with you all the way, through changes in the customer’s personal and family needs and through the often puzzling, actions of insurance carriers. They “service what they sell.” They have an extremely efficient department devoted entirely to customer service. I have had occasion
