Winged Keel Group Expands National Presence and PPLI Leadership, Welcomes SBSI, Inc. (dba NFP Insurance Solutions)

Winged Keel Group Expands National Presence and PPLI Leadership, Welcomes SBSI, Inc. (dba NFP Insurance Solutions)

Winged Keel Group (“Winged Keel”) today announced it has acquired SBSI, Inc. (dba NFP Insurance Solutions), a Chicago-based independent insurance advisory firm serving ultra high net worth and family office clients nationwide. SBSI, Inc. (dba NFP Insurance Solutions), which has an established Private Placement Life Insurance (PPLI) practice, is led by Howard Sharfman and Warren McGuire, two highly respected industry leaders. The entire team has joined Winged Keel, further strengthening the firm’s presence across the country and establishing a new Winged Keel office in Chicago. This integration extends Winged Keel’s position as the leading national platform for the structuring, implementation, and administration of high-end life insurance solutions.

“We’re thrilled to welcome the SBSI, Inc. team to Winged Keel," said Eric Naison-Phillips, CEO of Winged Keel. “Howard, Warren, and their talented team have built an outstanding organization with a strong track record of client-centric success in the ultra high net worth life insurance market, including in PPLI. Their team brings deep relationships with centers of influence, financial institutions, and family offices, along with a culture aligned with Winged Keel’s focus on growth, innovation, and integrity, all of which will help us advance our evolution and deliver even more value to clients.”