Success, Your Way.
We’ve assembled a diverse team of financial, securities, and life experts to support and grow your book of business. We build solutions around your needs, expanding opportunities for growth while providing access to invaluable tools and resources that fit into your workflow. Our process is symbiotic, driven by mutual success.
Success, Your Way.
We’ve assembled a diverse team of financial, securities, and life experts to support and grow your book of business. We build solutions around your needs, expanding opportunities for growth while providing access to invaluable tools and resources that fit into your workflow. Our process is symbiotic, driven by mutual success.
Independence without Isolation
Support designed for the way you operate.
Results delivered for the way you thrive.
Our ability to adapt to your workflow and your preferences begins the moment we meet you. We take great pride in understanding who you are as a professional and what you are looking for in a back-office partner. Whether you prefer total control and independence, opting for assistance when and where you need it, or whether you are looking to maximize your time in the field while we handle the case load in the background, we are the perfect fit for your process.
At Duncan, we share your drive.
Our team is committed to helping you fine-tune your success with state-of-the-art resources and engaged consultation to help grow your business. We have cultivated productive relationships with advisors, carriers, and vendors that share our values and value our associates. We extend these relationships to you in order to facilitate and enhance your process.
Working experience generates working solutions.
We value real-world experience over theory alone. Each of the members of our management team has their own book of business and decades of experience that they are able to share with you. When you associate with Duncan, you are accessing guidance in managing your practice, succession planning, and product and sales support. Our team’s experience coupled with our commitment to you and your clients creates efficiency while strengthening client loyalty.
Our Unique Service Model
