Make sure your family is financially secure after your death. Consider looking into term and permanent insurance plans.
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A good business plan is not complete without including life insurance for the shareholders.
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Make sure you have a regular monthly income for your own care and more in case of a critical illness or disabling injury.
Know MoreChoosing the best insurance coverage for life, term, disability, critical illness, estate planning, etc. requires understanding your situation, your needs, and some careful thought about your future. Sure you may have to cover only yourself and your spouse for now, but what about future needs—children, ageing parents, business partners, your estate and other responsibilities?
At Vistaplan Financial Group, we'll ask questions to determine your personal needs and help you navigate the myriad of companies, insurance plans, and options so you don't have to do it alone. Our team of insurance specialists has helped our clients determine their life and disability insurance needs for over 30 years. We can help you with your insurance requirements for:
Before we recommend any insurance packages, we always conduct a detailed personal interview with our clients. The purpose is to fully understand your needs and expectations before we can design a custom insurance solution to match your coverage goals and budget.
Once we understand the purpose for the life or disability insurance, the requirements, and the financing available, we'll shop the market of major insurance companies and do a thorough cost comparison of your options. With that comparison sheet in hand, we'll review various options with you to determine the best plan that will deliver your financial goals.
Don't think of us only when you need a new insurance plan. We can also help you compare the rate and coverage you're getting with your current policies and help you with policy renewals. In many cases, we can find plans that will save you money on your premiums.
David suggested we combine our mortgage & personal life insurance into one policy. We saved money, increased our cover, with guaranteed level premiums for 10 years. Thank you David!"
- Jacquie & Jason K, Stony Plain
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