Michael D. Lee

Director of Case Design

Michael Lee is a seasoned professional with a distinguished career spanning over 27 years in the realm of life insurance. His experience lies in case design, estate planning, and business planning, making him a trusted authority in the financial services industry. Michael’s journey in the field began at Sun Life Financial, where he honed his skills and laid the foundation for his successful career.

At Sun Life Financial, Michael distinguished himself with a deep understanding of the intricacies of life insurance. He demonstrated a keen ability to craft effective case designs tailored to the unique needs of his clients. His commitment to excellence and client satisfaction quickly earned him recognition within the industry.

Throughout his career, Michael Lee has worked at insurance companies such as Guardian Life and Prudential Financial, where he has remained at the forefront of the life insurance industry, adapting to evolving market dynamics and consistently providing innovative solutions. His wealth of experience and in-depth knowledge has empowered individuals and businesses alike to navigate the complexities of financial planning with confidence.

Today, Michael leverages his experience to guide clients towards optimal solutions. His enduring commitment to excellence, combined with a passion for empowering others through financial literacy, cements Michael Lee’s legacy as a trusted and accomplished life insurance professional.

Michael received his Bachelor of Science in Business Administration from the Massachusetts College of Liberal Arts. He resides in Foxboro Massachusetts with his wife Barbara. Michael is also a member of the Eastern Association of Intercollegiate Football Officials, and the Association of Independent Football Officials with over 15 years of experience as a football referee.