Conversations That Close – LIVE with Jeri Turley

Jeri Turley is Managing Director at Winged Keel Group, where she’s built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she’s spending most of her time today: multi-life PPLI in the partnership space, working through law firms in a process that’s often driven by a competitive Request for Information (RFI) rather than a direct client relationship. She’ll unpack what it actually takes to win those RFIs, how to close when the real decision-maker isn’t the end client, and how she’s kept centers of influence engaged over the five-year build that got her from zero to five law firm implementations. She’ll also speak to how her long history with Finseca, including her time as a former chair and her work as an ambassador, has shaped her career and opened doors along the way.

Register for this session! 

Speakers:

Jeri Turley | Principal at Winged Keel Group

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca