Mike Cunningham, CLU

Mike Cunningham, CLU

Financial Services Representative/Financial Advisor

Domicile State: TN
Phone: 865.766.4511
Fax: 865.671.2372
E-mail:
 

Address:

Strategic Financial Partners

9729 Cogdill Road, Suite 111

Knoxville, Tennessee 37932

 

 

 

BUSINESS PHILOSOPHY 

I help people organize their financial affairs by doing detailed fact finding as to their needs, hopes, and dreams. I look to make sure protection products are in place - life, health, disability income, and long term care insurance. I particularly enjoy providing estate conservation and retirement planning strategies.

 

QUALIFICATIONS

» Licensed to sell Life and Health Insurance in AL, FL, KY, and TN

» 38 years in industry

 

PRODUCTS AND SERVICES

» Fixed Annuities

» Variable Annuities

» Charitable Giving Strategies

» Disability Income Insurance

» Estate Conservation Strategies

» Education Funding Strategies

»  IRA Consolidation/Rollovers

» Long-Term Care Insurance

» Mortgage Protection (through life insurance and disability insurance)

» Pension Payout Alternatives

» Pension Transfer/Rollovers

» Mutual Funds

» Term Insurance

» Universal Life Insurance

» Variable Universal Life Insurance

» Whole Life Insurance

 

PERSONAL

» Wife: Malissa  Children: Kate and Bess

» Hobbies: Golf, Bible Studies

 

ORGANIZATIONS

» Knoxville Estate Planning Council

» Board Member – Society of Financial Services Professionals