About Us
If you only wanted to buy an insurance policy, you could find any amount of brokers and vendors in the market. However, buying insurance is not as simple as holiday shopping. Okay, holiday shopping isn't easy either; we agree—too many choices, too little time, too little money to spend, and so on. So you rely on wish lists, advice from family and friends and frantically comparison shop for the best deals, online and offline.
In that respect, buying Corporate, Disability, Super Visa, Mortgage & Life insurance involves much the same kind of effort. There is one huge difference though; it is possible to get the right financial advice that's both objective and unbiased. You do not have to buy off-the-shelf insurance plans because one size does not fit all. Custom-tailored plans are available and you have he right to seek these out.
At Vistaplan Financial Group, our focus is on identifying individual customer needs, offering a list of suitable options and helping our clients choose the insurance coverage that is ideally matched to their goals. We can help you answer key questions such as:
The team at Vistaplan is led by David Motkoski, a well-respected insurance adviser to hundreds of businesses and individual clients. David has 30+ years of experience in this industry and demonstrated expertise in life and disability, office overhead, critical illness, long term care, and business accident insurance.
David helps self-employed healthcare professionals, e.g. dentists and MD's, as well as small and medium-sized business owners who are concerned with their family/business and protecting their assets and securities.
David began his career in the insurance industry with Paul Revere Life Insurance, a firm that was later purchased by Unum, a leading provider. He has strong ties with Trans america Life Insurance and Maritime Life insurance (which was purchased by Manulife). Vistaplan Financial Group offers the insurance products from these companies under its comprehensive portfolio of offerings.
David has won numerous "Top Producer" awards in his history with both Maritime Life Insurance and Paul Revere Life Insurance.
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