Private Client Insurance Services

Protecting yourself, your loved ones, your business or other assets against unexpected events is a fundamental aspect of financial planning. Yet, closing the gap on potential risks can be difficult without a comprehensive plan and process that methodically evaluates all potential risk factors. That’s why risk analysis is an integral part of our ongoing process. We continually identify and analyze important risk factors and make objective and unbiased recommendations to provide you with the financial confidence you seek.

Our Private Client Insurance Services are largely focused on fulfilling insurance needs inherent in estate and financial planning exercises. Because we are truly independent and aggressively negotiate with carriers on your behalf, we continually bring efficient solutions available in the marketplace to our clients.

The financial professionals ar Duncan & Haley have experience in these and other areas of risk management:

Life Insurance
Estate Planning, Key Person, VC required, benefit related, business succession or a combination. We can prepare simple term insurance analysis that are shopped across dozens of companies – or model the most sophisticated estate and business planning strategies, with proprietary comparison methods for financed, privately financed and non-financed methods.

Long Term Care Insurance
Group and individual strategies are explored to maximize benefits and tax efficiency and to minimize cost.

Long Term Disability Insurance
Group and individual coverages are analyzed to identify the most efficient combination of solutions on your behalf.

ILIT Trustee Support
Most Irrevocable Life Insurance Trust (ILIT) trustees are unaware that they hold personal fiduciary liability in providing oversight of the Trust assets (including life insurance policies) in the interest of Trust beneficiaries. Our ongoing review and reporting provides an invaluable service to Trustees by helping them to record their ongoing due diligence efforts.

The Result:  An effective strategy for identifying and closing the gap on potential risk factors.


For more information on our services or to schedule a no-obligation consultation, contact us to Further the Discussion.