Life Insurance & Estate Planning for Business Owners and Professionals
Needs-based insurance advice to help protect your family, business and estate — with ongoing reviews as your circumstances evolve.
Choose a time for your intro, or begin the 10–15 minute planning questionnaire. Both open in a new tab. Advisor disclosure and consent are required before starting the questionnaire.
How I Help
Personal Protection
Life insurance planning to help protect your family, support loved ones and address financial commitments.
Business & Estate Planning
Insurance planning for business continuity, estate liquidity and legacy goals, including corporate-owned coverage where appropriate.
Policy Review & Ongoing Advice
Understand your existing coverage, explore alternatives and review your policies as your needs change.
Advice that continues after the policy is placed.
A governance-based approach means a structured annual review of your insurance, with attention to changes in your family, business and estate. The aim is to keep your coverage aligned with your priorities over time.
Meet Eric
I’m Eric Leung. I help business owners, professionals and families make sense of their life insurance needs and the role insurance can play in their estate plans. My approach is straightforward: understand your priorities, explain your options and keep the conversation going as life changes.