I met Eric in the most strange but meaningful way.
Out of pure chance, I saw a coach at the gym I attend (shout out Island Park Fitness) post something related to BORK.
I dug a little deeper; Business Owners Raising Kids. I was in.
I immediately slid into Eric’s DM’s to claim a snap back hat with “BORK” written on the front and setup some time to meet in person. I wanted to learn more about his background, his current business and how I could help contribute to BORK.
It turns out, Eric runs a very important business that I actually was in the market for.
Eric provides Life Insurance and Financial Advising services to individuals and small businesses.
THE BUSINESS
THE PRO
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.