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You're a Business Owner.
You're Raising Kids.
You Have a Lot to Protect.
We Understand the Balance of Family and Business,
We Design Life Insurance Plans to Cover It All.
Creating a protection plan is a crucial decision, and we believe it deserves more than just an automated quote.
We specialize in designing customized protection plans that fit your unique needs. With our top-notch customer service, we take the time to guide fellow BORKs through every step of the process, ensuring that what you’ve worked hard to build is protected—just the way it should be
Custom Plans Designed for You
Need a New Life Insurance Policy
Whether starting fresh or expanding coverage, we help you find the right policy without confusion. Our experience lets us pinpoint the best options, so you can focus on your family and business with peace of mind.
Review My Current Policy
We’ll review your current policy to make sure it’s still the best fit for your needs. If we spot room for improvement, we’ll let you know—no obligation. Our goal is to ensure your coverage is as solid as your business plan.
Guidance from People Who Walk in Your Shoes
Meet Eric Kleinstein.
With nearly a decade of experience designing life insurance plans, Eric brings a wealth of knowledge and a personal touch to every client interaction.
As a NAIFA Quality Award recipient, Eric has worked with countless clients, each with their own unique needs. His deep understanding of the industry and his real-life experiences have fueled his passion for helping others protect what they’ve built. Eric’s dedication ensures that every plan he creates is customized to offer the best possible protection for you and your loved ones.
How We Make It Easy
Simple Process
We guide you through each step, from assessing your current needs to selecting the best policy options for you.
Personalized Recommendations
Based on your unique situation, we offer customized plans that align with both your current and future goals.
Ongoing Support
As your life continues to change, we’re here to help you review and adjust your coverage, ensuring that your policy stays relevant and effective.
How My Father-in-law, Michael, Protected His Family and Business
See how Michael’s smart life insurance planning protected his family and business, showing the true value of being prepared when life takes an unexpected turn.
A Selection of Our Trusted Carriers
Book a Complementary Introductory Call
Schedule a complimentary introductory call with us to discuss your unique protection planning needs. We'll explore tailored solutions to safeguard your family and business, ensuring peace of mind for your future.