Company Information

Get to know Winged Keel Group

Founded in 1989, Winged Keel Group is a leading life insurance brokerage firm that provides sophisticated insurance and investment solutions to ultra-affluent individuals, families, and their advisors. The firm specializes in the design, implementation, and administration of large life insurance portfolios, with a core focus on Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). Operating independently, Winged Keel Group advocates for its clients by leveraging its deep market knowledge and relationships to secure tailored and efficient wealth preservation, accumulation, and transfer strategies.

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Financial Wealth ManagementPRIMARY
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Winged Keel Group

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.