Kenneth Masters, Cfa, Clu, Chfc, Aep Email & Phone Number

As a Director of Winged Keel Group, I provide advisors and their high net worth clients with in-depth advanced analysis and modeling, insights and guidance in order to structure and implement an optimal, efficient life insurance or private placement investment strategy.My specialty areas include: advanced life insurance planning, multigenerational wealth transfer planning, private placement insurance investing, business succession planning, corporate owned life insurance (COLI) applications and executive benefit planning (NQDC), estate and income tax planning, international tax planning, economic models, Monte Carlo analysis, and life insurance carrier financial analysis.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.

Listed skills include Retirement, Life Insurance, Insurance, Succession Planning, and 2 others.

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  Mcgill University

  Finance