Institutional Insurance Services

Our Institutional insurance services are largely focused on fulfilling insurance needs inherent in estate, business succession and benefit planning exercises. As an independent firm we are able to negotiate with carriers on your behalf among the industry’s most highly rated and best known providers. We continually bring our clients the most efficient solutions available in the marketplace today.

Duncan & Haley provides expertise in these and other areas of risk management:

Life Insurance
Estate Planning, Key Person, VC required, benefit related, business succession or combination. We can easily prepare simple term quotations that are shopped across dozens of companies or model the most sophisticated estate and business planning strategies, with propriety 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.

Disability Insurance
Both group and individual coverage is analyzed to identify the most efficient combination of solutions on your behalf.

ILIT Trustee Support
Most Irrevocable Life Insurance Trust (ILIT) trustees have no idea that they hold personal Fiduciary liability to provide 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 practices.

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.