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Dane R. Smith, CLU®, ChFC, RICP

Dane R. Smith, CLU®, ChFC, RICP

Executive Director of Financial Planning

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Dane Smith is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, retirement financial strategies, business planning and executive teams and their advisors to realize their financial goals.

As an Executive Director he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.

Dane has more than 30 years of experience and has been recognized for numerous industry awards, including the National Quality Awards for outstanding services to the financial services industry.  In 2014, Dane was inducted into the Signator Investors, Inc., Hall of Fame.*

Education

  • Central Michigan University, 1983
  • Bachelor of Science

Professional Qualifications

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Series 7, 63 & 65 Registrations
  • Life Accident & Health insurance licenses

Memberships & Affiliations

  • NAIFA Member; 21 years
  • Court of the Table Qualifier
  • Million Dollar Roundtable (MDRT), Lifetime Member**
  • Signator Investors, Inc. Hall of Fame*
  • Central Michigan Alumni Association

Personal Data

Dane currently resides in Highland, Michigan with his wife, Rita, and their three daughters, Lauren, Lindsay and Allison. Dane is an avid outdoorsman and enjoys coaching youth sports teams in his community.

*HALL of FAME The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the Achieving Client Excellence (ACE) award 15 times.

**Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.