David L Bernhardt, CLU®, CLTC

Financial Representative
David L Bernhardt

Office: 919-755-3204

4020 Westchase Blvd
2nd Floor # 275
Raleigh, NC 27607-3938

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Refer a Friend

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

Enroll Now

How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

Don't put off tomorrow what you can do today. Expect the unexpected. Don't leave any stone unturned.

These are a few phrases we hear every day, but don't think much about. However, in our ever-changing world, all of the above phrases are true when it comes to the importance of preparing your financial future.

Don't put off tomorrow what you can do today
  • It's important to start the financial process now no matter what your age.
Expect the unexpected
  • A new house, new baby, job change, pay raise all of these things affect your financial future.
Don't leave any stone unturned
  • See the big picture realize what may work for you today, may not work tomorrow. Be open to reviewing your personal plan a few times a year.

Let David Bernhardt help you achieve a secure financial future.

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.