Winged Keel Group
- Company typePrivate
- Founded1989
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Winged Keel Group firmographics
Firmographics- Name
- Winged Keel Group
- Legal name
- Winged Keel Group
- Website
- https://wingedkeel.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Winged Keel Group industry classification
Industry- Product category
- Life Insurance Brokerage
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Life Insurance (6311), Investment Advice (6282)
- akta.pro primary industry
- Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)
- akta.pro secondary industry
- Group Universal Life (GUL) (FSAIADAC)
Keywords
Where Winged Keel Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Winged Keel Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Commission Revenue: Revenue generated through commissions on life insurance products placed for clients. As an independent brokerage, Winged Keel receives commissions from insurance carriers for policies sold and administered.
- Advisory and Consulting Fees: Fees for financial advisory, portfolio design, and ongoing administration services provided to ultra-affluent clients and family offices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Custom insurance solutions tailored to individual client circumstances |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Winged Keel Group product offering
Product offeringCore offering
Winged Keel Group is an independent life insurance brokerage firm that specializes in structuring and long-term administration of large life insurance portfolios for ultra-affluent families, family offices, business owners, and corporate clients. Services include Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance (PPLI) and Annuities (PPVA), and Executive Benefits Programs such as COLI, BOLI, split-dollar plans, and SERPs.
Product overview
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. The firm operates a multi-product platform offering Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), and Executive Benefits Programs. These products are supported by proprietary processes including Risk Classification Auction™ for pricing optimization and Premium Assure™ for premium management, along with comprehensive underwriting and client services. The company serves ultra-high-net-worth individuals, family offices, and corporate clients through a network of offices across the United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Traditional Life Insurance Large life insurance portfolio solutions for ultra-affluent families providing liquidity at estate tax points, estate tax planning, and multi-generational wealth transfer capabilities.
- Business Continuation Insurance Key Person Life Insurance and partnership buy-sell funding solutions designed for businesses to protect against the loss of critical employees and fund ownership transitions.
- Private Placement Life Insurance (PPLI) Institutionally priced variable life insurance for qualified purchasers and accredited investors, offering allocation to traditional and alternative asset class investments within the insurance wrapper for tax-efficient wealth structuring.
- Private Placement Variable Annuities (PPVA) Annuity accounts utilized to establish charitable legacies while allowing the donor to retain control of the underlying assets within an institutional vehicle.
- Executive Benefits Programs Comprehensive corporate benefit programs including Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), Partner Owned Life Insurance (POLI), split-dollar plans, nonqualified deferred compensation plans, and Supplemental Executive Retirement Plans (SERPs) for executive retention and benefit funding.
- Portfolio Design and Management Customized analytics evaluating economics of insurance products and funding alternatives, including product selection, company diversification across carriers, financing methods, and ongoing portfolio construction advisory.
- Underwriting Services White-glove underwriting experience accessing the entire life insurance marketplace through the Risk Classification Auction process, coordinating with multiple competitive insurance carriers to secure favorable underwriting outcomes.
- Client Services and Reporting Ongoing administration including customized reporting, premium invoicing, inforce illustrations, scheduled task management, and budget-to-actual tracking for life insurance and annuity portfolios.
Quantifiable outcome
- $140+ billion of coverage acquired since inception
- +4 more outcomes
Companies that use Winged Keel Group
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Winged Keel Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Winged Keel Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, major and minor.
- M Financial GroupcoreWinged Keel Group is a member firm of M Financial Group, one of the nation's premier insurance design and distribution organizations for ultra-affluent clients. This membership provides access to the M Financial Group buying consortium, offering clients pricing protection for non-guaranteed elements of policy performance.
- SBSI, Inc. (dba NFP Insurance Solutions)majorWinged Keel acquired SBSI Inc., a Chicago-based independent insurance advisory firm specializing in Private Placement Life Insurance for ultra high net worth clients and family offices. SBSI has been in operation for over 100 years. Leadership team including Howard Sharfman and Warren McGuire joined as Principals of Winged Keel. This was Winged Keel's fourth acquisition since entering the GTCR partnership.
- M Holdings Securities, Inc.coreSecurities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Winged Keel Group is independently owned and operated and a member of M Financial Group.
- Family Enterprise USAminorCo-hosted webcast 'Understanding the PPLI Opportunity, The Basics and Beyond' with Family Enterprise USA Action to discuss Private Placement Life Insurance strategies for family-owned businesses, family offices, and ultra-high-net-worth families.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Winged Keel Group competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Winged Keel Group social profiles
Digital presenceWinged Keel Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Winged Keel Group leadership team
Management profileNumber of profiles
Profiles14 records
Winged Keel Group subsidiaries and ownership
Company hierarchySubsidiaries7 records
Winged Keel Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Winged Keel Group M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Winged Keel Group
What does Winged Keel Group do?
Winged Keel Group is an independent life insurance brokerage firm that specializes in structuring and long-term administration of large life insurance portfolios for ultra-affluent families, family offices, business owners, and corporate clients. Services include Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance (PPLI) and Annuities (PPVA), and Executive Benefits Programs such as COLI, BOLI, split-dollar plans, and SERPs.
Is Winged Keel Group a public or private company?
Winged Keel Group is a private company. It is classified as private equity controlled and is currently operating.
When was Winged Keel Group founded?
Winged Keel Group was founded in 1989. It employs 101 to 250 people.
Where is Winged Keel Group based?
Winged Keel Group is headquartered in New York, United States, in the North America region.
How does Winged Keel Group make money?
Two revenue lines are on record. Insurance Commission Revenue is the primary driver. The others are advisory and Consulting Fees.
Does Winged Keel Group have an API?
No public API is recorded for Winged Keel Group.
What industry is Winged Keel Group in?
Winged Keel Group's product category is Life Insurance Brokerage. Its primary akta.pro industry code is FSAEABAG, Rollover & Distribution Advisory (IRA/401(k) Rollovers), with a secondary code of FSAIADAC, Group Universal Life (GUL). Its NAICS code is 523940 and its SIC code is 6311.