NEW YORK–(BUSINESS WIRE)–Winged Keel Group (“Winged Keel”) today announced the Association for Advanced Life Underwriting (AALU) and GAMA International have named Principal Jeri Turley as Chair-Elect of their inaugural Board of Directors. Turley joins the Board as the two groups form a new organization. She previously served as Chair-Elect of AALU’s Board of Directors and officially assumed the role for the new organization on February 18, 2020.
Turley leads Winged Keel’s Richmond, Virginia, and Washington D.C. offices, working closely with ultra-affluent families, their businesses, and their advisors throughout the wealth accumulation and transfer process. She has been a member of the AALU Board of Directors since 2014, also serves on the Board of Directors of M Financial Holdings, Inc., and is a member of the Estate Planning Council of Richmond.
Winged Keel has a strong history of advocacy within AALU leadership, which the firm is committed to continuing as part of this newly merged organization. The inaugural Board of Directors also includes Winged Keel Principal Eric Naison-Phillips, and Principal Campbell Gerrish served as AALU President in 2001.
“I believe in the power of advocacy and how meaningful our efforts through this unified new organization are to our members and consumers,” said Turley. “I’m excited to become Chair of the Board next year, when managing our post-election agenda will be crucial. It is also an honor to continue Winged Keel’s longstanding leadership in the industry and represent the growing diversity within it.”
“We are beyond grateful for Jeri’s leadership over the years at AALU and as we take on this new chapter,” said Marc Cadin, president and CEO of AALU and CEO of the new organization. “Jeri will help us take this organization and our representation of the profession to the next level. We are elevating the financial security profession, and Jeri is the leader to guide us in accomplishing this mission.”
“Jeri’s exceptional leadership on the AALU Board is a testament to what she will bring to our new organization in this role and eventually chair,” said Bonnie Godsman, CEO of GAMA International and president of the new organization. “A strong leader for such a pivotal time in the profession and the organization is just what we need – and Jeri undoubtedly fits that bill.”
AALU and GAMA International announced on July 29, 2019 that they will be uniting to create a new organization. The new organization will be the first of its kind in the industry by bringing together advocacy, leadership and professional development, and seeking to elevate the profession. Together, the new organization will work to unify 345,000 financial security professionals. On February 14, 2020, stakeholders officially approved the creation of the new organization and the new Board with an astounding 98 percent approval. The full list of officers and Directors can be found here.
About Winged Keel Group
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. With offices in New York, San Francisco, Boston, Richmond, and Washington, D.C., the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities. For more information on Winged Keel Group, please visit www.wingedkeel.com.
Director of Marketing & Communications
Winged Keel Group