About Old Goats Consultants
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Experience You Can Trust
Experience You Can Trust
Experience You Can Trust
Old Goat Consultants is a life settlement advisory firm built on decades of industry experience and a commitment to putting policyholders first.
Each member of our team brings more than 20 years of experience in the life settlement industry. Collectively, we have helped close hundreds of life insurance policy sales, delivering hundreds of
Old Goat Consultants is a life settlement advisory firm built on decades of industry experience and a commitment to putting policyholders first.
Each member of our team brings more than 20 years of experience in the life settlement industry. Collectively, we have helped close hundreds of life insurance policy sales, delivering hundreds of millions of dollars to individuals and families. In many cases, these funds represented meaningful, life-changing financial outcomes.
We work directly with life insurance policy owners, and we also partner with life insurance agents and financial advisors who recognize the value of a careful, independent life settlement review for their clients.
Our role is to manage the process from start to finish with professionalism, transparency, and care.
Leadership
Experience You Can Trust
Experience You Can Trust
Old Goat Consultants is led by Robert Bernstein, Owner and Managing Director.
Robert is a 1979 graduate from Cornell University. Robert has a 45 year career in financial services and has specialized in life settlement for over 20 years. He is known for going above and beyond to support brokers, financial advisors, and even families,helpi
Old Goat Consultants is led by Robert Bernstein, Owner and Managing Director.
Robert is a 1979 graduate from Cornell University. Robert has a 45 year career in financial services and has specialized in life settlement for over 20 years. He is known for going above and beyond to support brokers, financial advisors, and even families,helping them with care, responsiveness, and integrity.
Robert works closely with advisors and policyholders throughout the life settlement process, providing steady guidance and clear communication from start to finish.
He is a family man, a father of two, and a proud grandfather of four. His leadership reflects a belief that financial decisions should be handled with patience, transparency, and respect.