Simplifying Life Insurance
We empower BORK’s (Business Owners Raising Kids) by providing personalized, transparent, and easy-to-understand life insurance solutions. Our goal is to protect both personal legacies and business futures, offering peace of mind through expert guidance and ongoing support from trusted partners.
Meet Eric Kleinstein
Eric is a Financial Advisor and Insurance Planner at SKZ Wealth Management, and founder of My Life Policy Plan. He specializes in Life Insurance, Disability Insurance, and Long Term Care strategies.
Eric has developed efficient strategies that allows him to customize planning specifically to each of his clients’ needs. He focuses his practice on insurance strategies, risk management strategies, and estate planning strategies. His clients range from individuals to families and business owners.
Graduate from The Ohio State University. Eric is an avid Mets, Jets, Knicks and Buckeye fan. In his spare time he enjoys playing golf and traveling. He currently resides in Roslyn, NY with his wife, two daughters, and mini golden-doodle.
Eric’s clients appreciate his down-to-earth approach, his deep industry knowledge, and his genuine commitment to helping them protect their families and businesses.
How 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.
Get Started Today
Whether you need new coverage, want to review your current policy, or simply have questions, we’re here to help. Reach out to us today, and let’s start a conversation about protecting your future.