Senior Financial Services Manager
With more than twenty years of experience in advanced life insurance sales Ms. Duncan brings significant depth of expertise in the design, sale, and ongoing support of Premium Finance, Business Planning, Executive Benefits, and Estate Planning to her role as a Financial Services Manager at Global Financial Distributors.
Most recently a Senior Design Consultant at Voya Financial, Ms. Duncan was responsible for facilitating the design, underwriting, implementation and service for premium financed policies, advanced cases, and large multiple-insured life insurance plans. Additionally, she helped develop and launch multiple life insurance products and developed some of the life industries most cutting-edge executive benefit illustration systems, marketing materials, and tools.
Prior to Voya, Ms. Duncan worked for a life agency focused on Advanced Markets where she worked both in direct sales and supporting the design, policy analysis and choice and ongoing servicing of complex Estate and Business Planning cases.
Ms. Duncan earned her Bachelor of Arts degree from the University of California, Berkeley. She has her CLU, ChFC and RICP designations from the American College.