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Our process includes working with high-caliber advisors and their clients to design and source the best possible financing structure for their specific needs.

Our approach brings a full-service partnership to the life insurance lending industry.

We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.

Not only do we team up with advisors for the long-term, but we also do our utmost to set up their clients for long-term success.

Mark Goodman

Mark has consulted for Carlyle Group and investment banking firms of Goldman and Sachs, Deutsche Bank, Credit Suisse, J.P. Morgan, and many others building premium financing models for the past 25 years.

           

Featured speaker and author of numerous published articles on advanced estate planning and tax reduction, he has co-authored the book Estate Planning for the 21st Century. Mark is a lifetime member of the Million Dollar Round Table and a lifetime member of Top of the Table, a distinction earned by, only, the top 450 financial planners in the world. In addition, he is a member of both the National Council of Certified Estate Planners and the International Association of Financial Planners.

           

Mark is the principal of 5th Avenue Solutions with offices in Naples, Ashville, Dallas, and New York.  He and his team have developed an attractive model for financing large life insurance policies utilizing liquid and illiquid assets with little or no out-of-pocket expense.  Their client base includes some of America’s wealthiest families, Fortune 500 companies, privately held corporations, and charitable foundations.

           

Mark and his wife Dustin reside in Naples, Florida with their children Jamie and Emma, and their puppy, Oliver

Kimberlee Elliott

Kimberlee Elliott moved to Naples, Florida from Pennsylvania in 2004. She received her bachelor's degree in 2014 from Florida Gulf Coast University, where she studied Education. She proudly joined the 5th Avenue Solutions team in March of 2020.

 

Kimberlee is very well-organized, extremely detail oriented and passionate about every task. She is responsible for overseeing and directing all company activities, advisors, and client relations pertaining to case management and administrative protocol.

 

There is no task too large or too small, she always finds ways to complete them all efficiently as the Director of Operations. In addition, Kimberlee is also licensed by the State of Florida for insurance in life and health. In her free time, Kimberlee enjoys working out, traveling, and experiencing new adventures.

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