William Lee Goldman, Clu, Cap Email & Phone Number

• As a strategic case designer and manager, I focus on achieving superior results for advisors and their clients through the use of sophisticated planning techniques and financial products. I oversee the policy placement process from initial client meetings through underwriting and policy implementation.• I am skilled in the use of life insurance products and their applications in estate, business succession, trust and tax planning. My areas of expertise include financial modeling, Monte Carlo simulations, spreadsheet analytics and product and asset allocation in financial planning.• People find me to be enthusiastic, ethical, and team-oriented. I am accustomed to collaborating with different personalities in an effort to achieve success in each client or project situation. Specialties: Preparing financial recommendations and presentations intended to achieve the specific results of the individual advisor; explaining complex insurance or financial modeling/ calculations to clients in a way that is easily understood and enhances the prestige of the client’s advisor(s). Working with insurance carriers to achieve the best underwriting results, particularly in complex, jumbo cases,TSecurities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.• Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Listed skills include Estate Planning, Presentation Design, Insurance, Computer Network Operations, and 27 others.