SERVING HIGH NET-WORTH INDIVIDUALS AND BUSINESS OWNERS
Jeffrey has extensive knowledge in both the wholesale and retail sides of the insurance industry — which allows him to create the most appropriate coverage for his clients at the best possible value.
He specializes in Real Estate and Construction, creating customized risk management solutions for owners and managers of multi-unit residential and commercial real estate. Jeffrey prides himself on being able to identify huge coverage gaps missed by other brokers that can leave clients vulnerable to monumental losses.
With over fifteen years of experience serving high net-worth individuals and business owners, Jeffrey Bernard has extensive knowledge in both the wholesale and retail sides of the insurance industry —which enables him to create the most appropriate coverage for the best possible value.
RESA is an exclusive, member-based organization that brings together the best specialists in the real estate business, based here in New York City. From brokerage services, Project Advisory, Lending, Construction, Transactions, and Sales and Marketing, our members can assist in all stages of a transaction.
Jeffrey is a full service Insurance Broker holding licenses in many states. He customizes insurance solutions for families and businesses alike. Find out more about which services he provides.
In 2018, no one is safe. Cyber security firmly remains as a top concern for businesses of all sizes. Especially after the breach heard around the world; Facebook will now be facing multiple class-action law-suits for sharing the data of more than 50 million users with a data mining firm. Yikes! Sure, maybe your business isn’t pulling in as much data (or revenue) as Facebook – but that doesn’t exactly mean you’re less vulnerable. Here’s what your business can learn from the Facebook data scandal:
Your home could be vacant for a variety of reasons; whether it’s a seasonal home, it’s under renovation, you’re traveling or it’s up for sale. Leaving your property unattended also leaves in vulnerable to damage from natural disaster, vandalism or theft. That’s why it’s important to take steps to protect it and make sure there is adequate insurance coverage.
Whether you own a large corporation or small business, chances are you probably have key employees (such as owners, founders, or top executives) that are crucial to your company’s success. While these people may be irreplaceable, it’s important to procure a strategy that lifts the financial burden that could result from the unexpected loss of your top employee. Key Person (or Key Man) Life Insurance is a type of business life insurance that could protect your company from this type of financial hardship.
With healthcare costs on the rise, many organizations are exploring alternative insurance solutions to cover their employees. One of these options to potentially reduce and or control cost is a self-funded health plan. While this type of program is typically used by larger companies, many smaller-sized businesses have been opting to self-insure. Never heard of it? Well, let’s break it down:
Have you ever updated or renovated your home without reviewing your insurance? Big mistake! While many of us often invest in increasing the value of our home by remodeling, we tend to forget that the cost to rebuild has increased too. That’s why it’s important to make sure you avoid these 3 mistakes when updating your property.
Most people are reliant on a steady income in order to live comfortably. What happens if you are injured or become ill, and your benefits through work are not enough?
Cutting corners when it comes to insuring your business can be extremely costly. There is a stark difference between choosing an insurance provider because they had the cheapest quote, and selecting someone who understands your business and wants to become your strategic partner.
Before conducting business with any contractor, you should always have a written contract in place. The purpose of the contract is to specify the obligations of each party and how risk will be shared between them. Construction projects can be complicated.
The cold temperature isn’t the only reason to bundle up this season! Many of my clients have found that packaging their personal insurance policies with one carrier has resulted in significant benefits. Years ago, when you first purchased your insurance, your broker may have placed you with different carriers for the best savings. Yet since most companies now offer multi-policy discounts, it’s worth your time to inquire about consolidating your insurance.
Now that the holidays are over, it’s time to consider how you will protect the jewelry you may have received as a gift from a loved one. New watch, necklace, perhaps an engagement ring!