Lee W. Goss, MBA, MS, CLU®, ChFC®

Case Design Consultant

Financial advisors and professionals appreciate the broad depth of estate and business expertise Lee brings to the insurance planning process. Since 1999, he has consulted on strategies for high-net-worth individuals as well as the simple protection needs of clients. He delivers succinct and actionable solutions for legacy planning, asset protection, trust-owned estates, and business entities.

Lee has a particular expertise in premium financing, as well as buy-sell funding arrangements and qualified/non-qualified executive benefits planning.

Prior to joining Griffin Distribution Partners, Lee held esteemed roles at MassMutual, LG Financial Management, and AAA Northeast. His professional designations and credentials include the Certified Life Underwriter and Chartered Financial Consultant accreditations from the American College of Financial Services and a Pension Administrator’s Certificate from the American Society of Pension Actuaries. He holds a Bachelor of Arts degree in Economics from the University of Massachusetts, a Master of Business Administration with a concentration in Accounting from Western New England College, and a Master of Science in Management Information Systems from Rensselaer Polytechnic Institute.

Prior to his financial services career, Lee was a manager in the hospitality industry in the Pioneer Valley and Cape Cod, Massachusetts.