Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

D. Michael Lane, CLU®

D. Michael Lane, CLU®

Financial Services Executive, Investment Advisor Representative

Domicile State: TN
California Insurance License #: 0G79158
Arkansas Insurance License #: 551991

Strategic Financial Partners

830 Crescent Centre Drive, Suite 450

Franklin, Tennessee 37067

Phone: 615.786.9536

mlane@strategicfinancialpartners.com


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. 

 

Qualifications

» Life and Qualifying Member Million Dollar Roundtable 

» SFP associate since 1979 

» Obtained CLU® designation 

 

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 

 

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

» Member, Association for Advanced Life Underwriting

 

Phone 615.786.9536
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck