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Insurance Services

Serving Both Private Individuals and Business Clients

Streamlined Insurance Services

Protecting yourself, your loved ones, your business or other assets against unexpected events is a fundamental aspect of financial planning. Duncan & Haley specializes in comprehensive plans and processes that methodically evaluate all factors to offer complete protection and peace of mind. Our team continually identifies and analyzes important risk factors, making objective and unbiased recommendations to provide you with the financial confidence you seek.

For Private Clients, we fulfill insurance needs inherent in estate and financial planning exercises. Because we are truly independent and aggressively negotiate with insurance companies on your behalf, we continually bring efficient solutions available in the marketplace to our clients.

For businesses, we provide shareholders and key employees with plans to protect the company and encourage retention of highly skilled and highly compensated team members. 

A personal approach to insurance for our Private Clients.

Private Clients

A means to protect your institutional assets with our Business Insurance.


Areas of Insurance Expertise

Family Protection

Family Protection

Provide financial protection to your family in the event of death, disability, or if a long term care event occurs.

Business Protection

Business Protection

Protect your business interests by insuring key people, implementing retention-focused executive benefit plans, and by insuring owners to provide funding for buy-sell agreements.

Succession Planning

Succession Planning

Ensure that there is a clear plan for how the business will continue in the event of an owner’s passing or disability, and that this plan is adequately funded.