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Estate Planning Institute
 

Michael P. Daly is the owner and founder of the Estate Planning Institute.  Mr. Daly has been a New York Life Insurance Company Agent since 1988.  He has a Master of Science degree in Financial Services (MSFS) from the American College and also holds the Chartered Life Underwriter (CLU) and the Fellow of the Life Management Institute (FLMI) designations.  He did his undergraduate work at the University of Cincinnati.  His thesis topic for his Masters in Financial Services at the American College in Bryn Mawr, Pennsylvania was “Estate of George Washington”.

Michael has led New York Life Insurance Company’s elite sales force in life premium for six consecutive years. This sales force is comprised of over 10,000 licensed New York Life agents. In addition, he was named 2005 Council President, which is the highest honor New York Life bestows. Mr. Daly specializes in credit union owned life insurance and executive benefit plans for credit union executives.
 
Mr. Daly runs his business, The Estate Planning Institute, from his 75 acre property outside Cincinnati. 
 
Michael founded the Character Council of Greater Cincinnati and Northern Kentucky, a non-profit that provides resources and training to schools, government agencies, businesses and faith-based organizations. The Character Council has worked extensively with the Cincinnati Public Schools and the Cincinnati Police Division.
 
Mr. Daly is also the co-owner of Brown County Industrial Park LLC. Brown County Industrial Park is a manufacturing complex on over 126 acres in Mt. Orab in Brown County, Ohio that has undergone extensive development under Mr. Daly’s leadership. 
 
Mr. Daly and his wife Pamela reside in Hamersville, Ohio with their three sons Reed, Seth and Jared. Located on their farm in Hamersville is the “Flash Baseball Complex” which is home to ten select baseball teams (see FlashBaseball.org).
 
Michael P. Daly and his staff focus on two distinct areas:
 
  • High Net Worth Business Owners—estate planning, wealth management*, succession planning and key employee plans
     
  • Credit Unions—deferred compensation executive benefit plans and pre-funding (to offset the cost) of employee benefits.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

 

 

 

Michael Daly is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.. No insurance business may be conducted outside of the states ferenced.

Michael Daly is  a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, MO, NE, NJ, NV, NY, OH, OR, PA, RI, SC, SD, UT, VT, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Michael P. Daly's Estate Planning Institute is not owned or operated by NYLIFE Securities LLC or its affiliates.


*Michael Daly is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, MO, NE, NJ, NV, NY, OH, OR, PA, RI, SC, SD, UT, VT, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.
 
 
Neither Michael P. Daly's Estate Planning Institute, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice.  Please consult your professional advisor regarding your particular situation.

 
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