Private Placement Life Insurance and Annuities

Winged Keel is widely recognized as one of the leading experts in the structuring and administration of Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) accounts.

PPLI Accounts are institutionally priced forms of variable life insurance, available only to qualified purchasers and accredited investors, that offer the ability to allocate to traditional and alternative asset class investments. PPVA Accounts are utilized to establish charitable legacies while remaining in control of the assets.

Learn About Corporate-Owned Life Insurance

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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