Richard S. Bernstein & Associates, Inc. advises many of America’s most prominent families, entrepreneurs and charities. Our clients save money with sophisticated, customized life insurance strategies and the personal, hands-on approach provided by Richard Bernstein himself. His advanced estate planning tools help individuals and families protect their wealth. Businesses and charitable organizations request this innovator’s advice on group benefits, retirement plans and charitable strategies which include:
- Individual pension plans for owners & shareholders
- Share redemption strategies
- Retirement compensation arrangements
- Salary continuation plans
- Back-to-back annuities
- Living buyouts
- Business overhead expense (BOE) insurance
- Split-dollar plans (collateral assignment, endorsement, or employee-owned)
- Critical illness contracts
- Long-term care contracts
- Group and individual life insurance
Through the creative design and application of life and health insurance products, Richard S. Bernstein & Associates, Inc. reduces uncertainty and realizes savings for clients. We would like to offer you our FREE CONSULTATION SERVICE with absolutely NO COST and NO OBLIGATION to you.
If you are an employer, let us review your current group insurance to see how we can SAVE YOU MONEY without reducting your employees' benefits.
If you have indivdual life insurance, let us evaluate your current plan and see if we can REDUCE YOUR COSTS or HELP YOU OBTAIN ADDITIONAL COVERAGE AT LITTLE OR NO ADDITIONAL COST.
CALL US TODAY for your FREE INSURANCE ANALYSIS
561-689-1000 or 1-800-676-6601
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