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.
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!
In 2017, 15 separate weather and climate disasters each caused $1 billion in damages in the United States (Yes, at least $15 Billion in total). These events included 1 drought, 2 floods, 1 freeze event, 7 severe storms, 3 tropical cyclones and 1 wildfire. As we approach the New Year, the insurance industry braces for changes that may impact carriers and consumers alike. How will these changes impact you as a business-owner, property owner, or real estate owner?
In today's world, there are many different ways to access insurance products. However, there are key differences within the process of determining appropriate coverage that change your experience as a client. While both agents and brokers require the same licensing and education, you may find that there are many benefits to you as an individual consumer when you work with an experienced broker.
Does your organization have an employee handbook? If the answer is no, it’s time to revisit the idea of introducing one to your company. While creating an employee handbook may seem like a tedious and time consuming task, there are many ways your business will benefit.