Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston and DC, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Mission:?We aspire to be the preeminent life insurance brokerage firm by doing the following; 1. Consistently exceed the expectations of our clients and their advisors. 2. Deliver intelligent advice and diligent service that is unmatched by our competitors. 3. Invest in being a multi-generational organization so we can live up to the promises we make.
51 to 200Type
Company - PrivateRevenue
$10 to $25 million (USD) per yearIndustry
Insurance Agencies & BrokeragesCompetitors