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Life Brokerage

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We are big enough to matter, but small enough to care.

We exist to be the premier trusted partner to the advisors we work with, collaborating as a committed team of specialists, to provide the best possible client outcomes and meaningful success to our distribution partners. As an independent family-owned business for three generations, we have the ability to stay focused on building long-term, mutually successful relationships. We have a dedicated team of professionals whose each and every responsibility directly links to the success and best outcomes possible for agents and clients. We are big enough to matter, but small enough to care. If you value relationship, partnership and friendship, along with a team who will be an unrelenting advocate for you and your clients, we would love to earn your business.

Ready to Grow Your Brokerage Business?

Step 1 of 2

New Business Advocacy

  • A dedicated case manager that will become an extension of your team, understand your business, and work the way you do
  • An in-house underwriting team focused strictly on medical research and underwriting for pre-application assessment and underwriting offer evaluation for formal applications
  • Scale of a large BGA through exclusive carrier relationships and proprietary resources as a LIBRA Insurance Partner

Sales & Marketing Support

Tier 1 – Let us be your advocate
Traditional brokerage with a dedicated sales resource and a team of 20 for everything from pre-sale support to underwriting to placement

Tier 2 – Let us join your team
Traditional brokerage of Tier 1 paired with joint work along side one of our experienced sales representatives

Tier 3 – Let us be your Advanced Planning Resource
Traditional brokerage of Tier 1 support along side one of our Advanced Planning Professionals to identify and address the needs of more complex clients

Producer Resources

Our advisors currently have access to the following tools within our Duncan Advisor Resources login:

  • Term Quoting Engine
  • WinFlex – Permanent Life Quotes
  • iGO e-Applications
  • Online Contracting
  • Product and Carrier Search
  • Underwriting Search
  • Forms Engine
  • Access to Core Sales Concepts

Resources coming soon:

  • Online Case Status
  • iProspector Direct to Consumer Quoting and Application system
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