Underwriting

Our professional team provides a white-glove experience, enhancing results while helping to ensure the utmost level of privacy and discretion.

The life insurance industry, like any other competitive market, is constantly introducing new products and pricing strategies. Each life insurance company has a different way of assessing an individual's risk profile. Particular medical conditions may be viewed as significant by one life insurance company, but not by another.

As an independent brokerage firm, Winged Keel can access the entire life insurance marketplace for solutions that help meet the financial objectives of our clients. We create a Risk Classification Auction™ among the most competitive and highly-rated life insurance companies to help enhance the pricing of each client's life insurance portfolio.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. Winged Keel Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. AR Insurance License #100101804. CA Insurance License #0E67796. MN Insurance License #20316305

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

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