At Vistaplan we help you navigate the tricky terrain of the insurance business to help you find the best plan and coverage for your life insurance needs.
We know that insurance is not a one-size-fits-all endeavour. We take the time to meet with each client (either in person or on the phone) to do a detailed interview in order to determine your needs and expectations. This allows us to craft a custom insurance solution tailored to your financial goals. If the life insurance solution that suits your needs does not fit your budget, we will re-evaluate the situation before proceeding.
Not only do we help with crafting your life insurance plan, we will also compare the rate and coverage you are getting with your current policies, and help you with renewing your policy. Often, we will find plans that will save you money on your premiums while still achieving your financial goals.