William L. Goldman

Director, Case Design

CLU®, Registered Representative of M Holdings Securities, Inc.

 Email
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As Director, Case Design for The Madison Group, I bring a deep understanding of the design process and how to present materials clearly and concisely so both advisors and clients can make decisions that are well-informed.

“There aren’t many firms in the country that do comprehensive insurance planning like The Madison Group. I love working with the people here and appreciate the commitment to service that’s behind all of our work.”

Although I recently joined the team at The Madison Group, I’ve spent the last 18 years working at Capital Analyst of New England (CANE), focusing on planning for executives and owners of small, privately-owned businesses. While at CANE, I served many different roles, including Sales Manager for long term care, Insurance Case Design and ultimately Director of Case Design. I also spent more than three years at the Coyle Company, a similar M Firm in Wellesley, MA, where my focus was primarily on clients whose net worth exceeded $75M.

As Director, Case Design, I am responsible for:

  • Overseeing all new case design presentations
  • Managing caseflow for new business
  • Ensuring our product information remains best in class
  • Updating design materials to be current and consistent with best practices
  • Meeting with advisors to learn how we can work together to help their clients to be successful

I attended Harley School in Rochester, NY and graduated with a Bachelor of Arts in American Studies from Trinity College, Hartford CT.

Outside of the office, I love spending time with my wife, JoAnne, and two children. I’m also an avid fisherman and enjoy cooking and entertaining family and friends.

– BACK TO TEAM

William L. Goldman

Director, Case Design

CLU®

 Email
 Phone

As Director, Case Design for The Madison Group, I bring a deep understanding of the design process and how to present materials clearly and concisely so both advisors and clients can make decisions that are well-informed.

“There aren’t many firms in the country that do comprehensive insurance planning like The Madison Group. I love working with the people here and appreciate the commitment to service that’s behind all of our work.”

Although I recently joined the team at The Madison Group, I’ve spent the last 18 years working at Capital Analyst of New England (CANE), focusing on planning for executives and owners of small, privately-owned businesses. While at CANE, I served many different roles, including Sales Manager for long term care, Insurance Case Design and ultimately Director of Case Design. I also spent more than three years at the Coyle Company, a similar M Firm in Wellesley, MA, where my focus was primarily on clients whose net worth exceeded $75M.

As Director, Case Design, I am responsible for:

  • Overseeing all new case design presentations
  • Managing caseflow for new business
  • Ensuring our product information remains best in class
  • Updating design materials to be current and consistent with best practices
  • Meeting with advisors to learn how we can work together to help their clients to be successful

I attended Harley School in Rochester, NY and graduated with a Bachelor of Arts in American Studies from Trinity College, Hartford CT.

Outside of the office, I love spending time with my wife, JoAnne, and two children. I’m also an avid fisherman and enjoy cooking and entertaining family and friends.

– BACK TO TEAM