Life Insurance & Estate Planning for Business Owners and Professionals
Practical insurance advice to help protect your family, business and estate—with ongoing reviews as your needs evolve.
Choose a time for a brief conversation, or complete the 10–15 minute planning questionnaire. Both open in a new tab. The questionnaire begins with advisor disclosure and consent.
How I Help
Personal Protection
Life insurance tailored to your family’s needs, from replacing income to covering debts and supporting long-term goals.
Business & Estate Planning
Insurance strategies to support business continuity, provide estate liquidity and help preserve what you’ve built.
Policy Review & Ongoing Advice
Understand what your existing policies cover, identify potential gaps and review your options as circumstances change.
Advice that continues after the policy is placed.
Good advice doesn’t end with a policy. My governance-based approach uses structured annual reviews to keep your insurance aligned with changes in your family, business and estate.
Meet Eric
I'm Eric Leung. I help business owners, professionals and families make informed decisions about life insurance and its role in protecting their families, businesses and estates.
Before moving into insurance advisory, I spent more than 25 years in the technology industry, including senior management and director-level roles overseeing complex projects and service delivery. Today, I bring that business experience, analytical approach and problem-solving mindset to helping clients understand their insurance needs and make confident decisions.
My approach is straightforward: understand your priorities, explain your options clearly and recommend solutions that fit your circumstances. I value long-term relationships over transactions, with ongoing reviews to keep your coverage aligned as your life and business evolve.