Matthew H. Phillips

Winged Keel Group, Inc.
1700 Broadway 34th Floor

New York, NY 10019

http://www.wingedkeel.com
mphillips@wingedkeel.com

(212) 527 8000

Matt is a Principal of Winged Keel Group.  His work includes helping clients review their existing life insurance and comparing it to current market pricing, and facilitating the acquisition of new coverage that may be needed.  Matt is skilled at educating clients and their advisors on the economics and risks associated with various types of life insurance products, and guiding them through the decision-making process to construct a portfolio that is tailored to their particular estate plan.

Matt also works closely with other insurance brokers and with investment managers who want to introduce Private Placement Life Insurance and Annuity products to their clients.

Matt joined Winged Keel Group in 1997 and became a Principal in 2003.  During his career, he has had responsibility for managing Winged Keel’s Private Client Group comprised of the firm’s Portfolio Design, Underwriting and Client Administration teams.  He has been a featured speaker at both the M Financial Group and Association for Advanced Life Underwriting (AALU) national meetings on estate planning uses of life insurance, income tax-efficient investing using Private Placement Life Insurance and Annuities, and growing a multi-generational professional services firm geared toward serving an ultra-affluent client base.

Matt graduated from Bard College and remains an active member of their alumni.  He is originally from Larchmont, New York and now lives in New Rochelle with his wife Jo and two children, Anabelle and Evan.  He enjoys playing golf, ice hockey and running.