Dane Schmidt, Financial Services Professional with Nylife Securities LLC

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Knoxville, TN
Dane Schmidt, Financial Services Professional with Nylife Securities LLC

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Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member
FINRA/SIPC), A Licensed Insurance Agency.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and
recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be
licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

265 Brookview Centre Way
Suite 102
Knoxville, TN 37919
Cell: 217-816-0986
Text: 865-328-2032

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of
the experience of other customers. These testimonials are no guarantee of future performance or
success.

10/26/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

09/24/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/24/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/14/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/04/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

08/27/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

08/13/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

08/10/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/06/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Address

265 Brookview Center Way
Knoxville, TN
37919

Telephone

+12178160986

Website

https://www.newyorklife.com/, https://www.linkedin.com/in/dane-schmidt-852946175?utm_source=share&utm_campaign=share_via

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