 About Us
Richard S. Bernstein has long been at the leading edge of the insurance industry – as a life insurance agent and as the founder of an independent firm focused on business and personal insurance planning. Nationally recognized by his peers for his knowledge, innovation and expertise, Mr. Bernstein advises some of America's wealthiest families and businesses.
In Palm Beach County, Mr. Bernstein has lent his time and talents to many civic, business, political and cultural groups including the Forum Club, Leadership Palm Beach County, the East Coast Estate Planning Council, Palm Beach Opera, the Palm Beach County Jewish Federation, and the Palm Beach County Sports Commission. He has served many of these groups as an officer or board member.
A self-described “professional sports fan,” Richard has been to numerous Super Bowls, World Series and Bowl games. He supports the Yankees, the Heat, Dolphins and the Panthers. He is a member of the Mar-a-Lago Club and Trump International Golf Club.
Credentials
Top of the Table,
International Forum,
Million Dollar Round Table,
AALU
Palm Beach County Estate Planning council
East Coast Estate Planning Council
 Insurance Agents/Agencies
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Services Offered
life insurance and estate planning employee benefits HSA and disability plans life settlements and premium financing long term care buy sell agreements
Areas Serviced
Broward County, Palm Beach, Palm Beach County, Treasure Coast
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