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 $95 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. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • 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. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
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Thanks to our amazing partner and supporter, Winged Keel Group, The Family Center recently gave away canned goods to our clients. 💚 Families received mashed potatoes, ravioli, yams, stuffing, and more—just in time for the holidays! TFC staff ensured all 60+ goodie bags were packed with care and filled with the best. Giving back is the reason for the season!
Are you a seasoned marketing professional with a passion for cultivating sophisticated audiences and executing high caliber events? Winged Keel is seeking an experienced leader to join our fast-growing firm as Director of Marketing and Communications. This role is based out of our New York City headquarters. Become part of a team of exceptional individuals, excel in a dynamic workplace, and enjoy highly competitive benefits. To apply visit: https://lnkd.in/eSdHf5ZP
Just as we strive to do with the families and professional advisors with whom we work, building longstanding and impactful relationships with our community partners is a core value of our firm. We are very proud to have participated in several charitable events this year, from being honored at The Family Center's 30th anniversary gala to firmwide volunteer outings supporting the next generation of leaders through DREAM, Cristo Rey New York High School, and Dr. Gladstone H. Atwell Middle School.
Winged Keel is hiring! We are looking for an experienced Accounting Associate to join our team in New York. We are also seeking talented Life Insurance Producers – we have openings in Atlanta, DC, and San Francisco. Collaborate with a group of exceptional professionals, thrive in a dynamic workplace, and enjoy highly competitive benefits. To apply visit: https://lnkd.in/eHy5FQEE
Sending off the summer season with fond memories of our annual outing, which did not disappoint this year! Over 100 Winged Keelers gathered for two days of celebration, connectivity, and community service. Our Firmwide Volunteer Day focused on mentoring children in underserved communities through sports and leadership, while our Annual Summer Outing featured a fun teambuilding event hosted by our incredibly talented interns and lots of time to reconnect with colleagues from around the country.
Congratulations to Winged Keel Group Principals Jeri Turley, Michael Mingolelli, Jr., JD, Matthew H. Phillips, Eric Naison-Phillips, Chelsea Maeda, Brady Knight, and Brent M. Eden for being named among Forbes’ Top Financial Security Professionals for 2024. We are honored to have such strong representation from our leadership team around the country recognized for their dedication, integrity, and client-centric collaboration.
🎙 New Podcast Alert! This month we are focusing on women in financial services in honor of Women’s History Month. Our latest 'Life Matters' podcast is the first of two episodes featuring industry powerhouses Jeri Turley, Eryka Morehead, CAP, CLTC, LACP, and our guest host Jenna Washatka JD, CLU®, ChFC®. ◾ Discover how the growing wealth controlled by women unlocks new potentials for female financial professionals. ◾ Learn actionable strategies for attracting and nurturing female talent within the financial realm. We discuss proven methods to boost engagement and create leadership opportunities for women, fostering a diverse and thriving workplace. ◾ Get ahead with the latest trends in underwriting and product offerings. This knowledge can radically uplift your financial services, offering an unparalleled client experience. Join us in reshaping the world of finance—where inclusion, empowerment, and leadership converge. Listen now. https://lnkd.in/gMfBSfPt #LifeMatterspodcast #womenandwealth #womenshistorymonth
Winged Keel is hiring! We are seeking a Life Insurance Financial Analyst to join our Atlanta office and an experienced Life Insurance Client Relationship Manager to join us in San Francisco or Washington, DC. Thrive alongside a group of exceptional professionals, participate in a dynamic workplace, and enjoy highly competitive benefits. To apply visit: https://lnkd.in/eC68rP8D