Winged Keel Group’s Strategic Expansion Continues With Addition of William J. Ventura, CFP®, AEP®

Winged Keel Group (“Winged Keel”) is proud to announce the addition of William “Bill” Ventura as a Senior Director and Client Relationship Manager. Based in Orlando, Ventura will play a key role in advancing Winged Keel’s growth by strengthening the firm’s relationships with financial institutions and advisors across Florida. Ventura reports to Donna Litke, Managing Director, Sales and Development, at Winged Keel.

“We’re excited to welcome Bill to the team and to benefit from the insight he brings from more than 25 years working with financial institutions and advisors,” said Litke. “His experience transforming how advisors integrate life insurance and wealth transfer solutions into their practices, understanding of complex planning strategies, and deep relationships throughout Florida will help to accelerate our growth.”

Ventura previously spent over 20 years with Lincoln Financial Distributors, where he led point-of-sale collaboration within the nation’s leading financial institutions. As Sales Vice President, Ventura drove record-breaking results, earning Lincoln’s Hall of Fame (2017) and two President’s Cup (2017, 2019) awards. He most recently served as Head of Strategic Growth at Modern Life, a technology-driven Brokerage General Agency. Ventura holds the Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) designations.

“I’m thrilled to bring my experience and perspective to Winged Keel and be part of a team that continues to drive meaningful growth for the firm,” said Ventura. “We have a tremendous opportunity to elevate the experience for financial institutions and advisors as we serve the dynamic needs of high-net-worth clients. I’m proud to join a team recognized as a leader in the high-end life insurance industry and look forward to collaborating with my new colleagues to bring innovative solutions to clients.”

Welcoming Ventura underscores Winged Keel’s continued momentum following its 2025 investment partnership with GTCR, reinforcing the firm’s commitment to scaling its platform, expanding into new markets, and delivering world-class solutions to clients and partners.

About Winged Keel Group

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With coverage teams across 15 markets nationally, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit www.wingedkeel.com.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. #5036753

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