Winged Keel Expands National Presence with MBW Group Acquisition and Minneapolis Office
Winged Keel Group has expanded its national footprint with the acquisition of MBW Group, a Minneapolis-based life insurance firm with 50 years of experience specializing in strategies for ultra-affluent families and business succession planning. This move coincides with the opening of Winged Keel's new office in Minneapolis, led by Principals Jeffery W. Bird and David A. Wischmeier, both bringing extensive expertise in high-net-worth life insurance solutions and tax planning. The acquisition underscores Winged Keel's strategy to enhance its position as a premier platform for structuring and administering sophisticated life insurance products nationally.
MBW Group's legacy of serving ultra-high-net-worth clients and business owners complements Winged Keel's focus on customized life insurance arrangements, including wealth transfer and business continuity planning. Jeffery Bird, formerly a tax attorney and advanced life insurance underwriter, specializes in customized solutions addressing income tax and inter-generational wealth transfer, while David Wischmeier, with a legal background and over 25 years of experience, is recognized for his expertise in life insurance planning and has contributed to consumer protection through legislative testimony.
The new Winged Keel Minneapolis office aims to leverage the combined knowledge and relationships of its leadership to enhance service offerings for sophisticated clients, family offices, and professional advisors in the Midwest. The integration with Winged Keel's infrastructure platform is expected to strengthen MBW Group's capacity to provide consistent, reliable, and advanced administrative support for life insurance portfolios.
Winged Keel continues to attract successful insurance professionals by offering a robust national platform that supports business growth, product expansion, and industry-leading client service. The company currently operates eleven offices nationwide, focusing on high-end life insurance products including traditional and private placement life insurance, business continuation insurance, and corporate-owned life insurance portfolios.
This strategic acquisition and expansion represent Winged Keel's ongoing commitment to serving the unique needs of the ultra-affluent segment while enhancing technological capabilities and administrative efficiency. The firm's approach aligns with growing demands for specialized insurance solutions that address complex wealth management and succession planning challenges.
The combination of MBW Group's market presence and Winged Keel's national infrastructure provides an enhanced platform to support insurance entrepreneurs and advisors. This expansion is expected to benefit clients through improved service delivery and broader access to sophisticated life insurance strategies within the evolving regulatory and market environment.