Qualified Financial Advisor - 2014
MDRT Member - 2013-Present
Court of the Table at Million Dollar Round Table - 2016, 2018, 2019, 2020
Top of the Table at the Million Dollar Round Table - 2016, 2019, 2020
“ Implement plans for today, why carry it to the cemetery? Let’s work together to lay the groundwork for providing success to the generations to come. ”
Utilizing his 13+ years’ experience working with Attorneys, Bankers, Doctors, Hedge Fund Managers, Certified Public Accountants and other advisors in the industry, Joshua offers unbeatable full-service solutions to businesses and individuals by developing strategies for financial success. Shortly after receiving his QFA (Qualified Financial Advisor) designation in 2014, he was considered one of the most successful advisors in the industry. Currently, Joshua Bernard holds the highest designation as the top of the table at the Million Dollar Round Table (MDRT).
Joshua’s success is partially due to his belief that the most important reason for having insurance is to ensure that people are prepared for the unexpected. His philosophy focuses on listening to his clients so he can develop the most effective, pragmatic, and comprehensive financial solutions. He ultimately makes recommendations based on the client's goals, objectives, and risk tolerance, while staying consistent with their financial profile.
Joshua likes to pride himself in providing quality assistance to families and businesses, not only for today or tomorrow but for generations to come. He provides individuals and families with estate and financial planning, retirement solutions, and risk management.
Key Man, Buy-Sell is also provided to businesses to assist their succession planning and insurance solutions. In each and every case, he seeks to build an enduring relationship where he fully understands your vision. He strives to design custom strategies and solutions that are suited for your circumstances, so you can be rest assured that those plans will be executed with impeccable service.
Based on his success, it is evident that Joshua’s commitment to you is paramount. You will have the peace of mind that you, your family, and business will need for security and growth. Joshua currently resides in the Cayman Islands. He is active in many charitable organizations and believes in giving back to the community. When he is not working or enjoying time with his family, he enjoys fishing and golfing.