D. Michael Lane, CLU®

D. Michael Lane, CLU®

Financial Services Executive

Domicile State: TN

Visit my web site!

Phone: 615.786.9536
Fax: 615.244.3963
E-mail:
 

Address:

Legacy Investment Planning 

830 Crescent Centre Drive, Suite 450

Franklin, TN 37067 

 

MIke is a member of Legacy Investment Planning. He bring over 35 years of industry experience and leadership to the team. He focuses on retirement, insurance and estate planning for his clients. 

 

BUSINESS PHILOSOPHY 

My goal is to provide families and business owners with assistance in building their financial security through innovative risk management. My team and I have the skills, knowledge and experience required to help meet my client's established goals. We achieve this in an environment of mutual respect, integrity, excellence, and compassion. We will listen before offering any advice. My aim is to become a lifetime resource for each and every client. 

PRODUCTS AND SERVICES 

Fixed and Variable Annuities Charitable Giving Strategies Disability Income Insurance Estate Conservation Strategies IRA Consolidation/Rollovers Long-Term Care Insurance Retirement Distribution Planning Lump Sum Pension Distribution Pension Payout Alternatives Pension Transfer/Rollovers Wealth Management Tax Sheltered Annuities, 403(b) Plans Life Insurance Policy Analysis Term Insurance Universal Life Insurance Variable Universal Life Insurance Whole Life Insurance 

QUALIFICATIONS 

Life and Qualifying Member Million Dollar Roundtable Been with Firm since 1979 Obtained CLU® designation 

PERSONAL 

Susan Lane (Spouse) Lindsay Jennings and Jacquelyn Harris, (daughters) Hobbies: Tennis, Hiking Education: B.S. Trevecca University,1974 

ORGANIZATIONS 

Member of Society of Financial Service Professionals New England Financial Hall of Fame 

AR Insurance License #551991 

Domiciled in TN, CA Insurance License #0G79158 

 

Legacy Investment Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.