🎙 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 Group
Financial Services
New York, NY 7,340 followers
New York • San Francisco • Boston • Richmond • Washington, D.C. • Houston • Atlanta • Denver
About us
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.
- Website
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http://www.wingedkeel.com
External link for Winged Keel Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Life Insurance, Annuities, Insurance Dedicated Hedge Funds, Estate Planning, Private Placement, Key Person Insurance, Traditional Life Insurance, and Charitable Planning
Locations
Employees at Winged Keel Group
Updates
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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
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Planning your next career move? Looking for a stimulating, entrepreneurial place to grow? Winged Keel is a leading life insurance brokerage searching for a dedicated and driven individual to join our Underwriting team. To apply visit: https://lnkd.in/e694JGxg Thrive alongside a group of exceptional professionals, participate in a dynamic workplace, and enjoy highly competitive benefits.
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Winged Keel is hiring! We are seeking an experienced Client Services Associate to join our Atlanta office and a dedicated Executive Assistant & Office Manager to join our Denver office. To apply: https://lnkd.in/emzZ8742 . Both roles come with competitive benefits, outstanding teammates, and will have the opportunity for growth.
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In memory of our treasured friend and colleague Rohit Dalmia, Winged Keel Group is pleased to announce the endowment of a memorial scholarship at Rohit’s alma mater. The Rohit Dalmia Memorial Scholarship at Bethany College will serve students like Rohit who have a 3.5 G.P.A. or higher and demonstrate a financial need. Having grown up in India, Rohit came to the U.S. to attend college and benefitted greatly from the generosity of others during his journey at Bethany. Boundlessly positive and concerned for others, nothing would honor Rohit’s memory more than to turn grief into action and create a lasting impact for students in need. Winged Keel Group, along with individual partners of the firm, is kickstarting a fundraising campaign with a meaningful contribution to help students like Rohit achieve their educational goals during difficult financial times. If you are interested in learning more about the scholarship and making a donation, please visit: https://lnkd.in/eiBda3xr We are endlessly grateful for the generosity of this community as well as the messages of sympathy. It means so much to us and the Dalmia family.
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Congratulations to Winged Keel Group Principals Michael Mingolelli, Jr., JD, Jeri Turley, Eric Naison-Phillips, Matthew H. Phillips, and Chelsea Maeda for being named among Forbes’ Top Financial Security Professionals for 2023. This recognition is a testament to our core values of excellence, client-centric collaboration, dedication, and integrity. https://lnkd.in/eHg5gEYB