Segregated Funds

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Segregated Funds

Investing Without The Worry

Segregated funds are market-based investments that are like mutual funds.

But because the fund’s contract is an insurance contract, segregated funds have many benefits that mutual funds don’t.

Some of these advantages include:

  • Death and maturity guarantee.
  • Diversification.
  • Simplicity and choice.
  • Potential creditor protection.
  • No trustee fees.
  • Estate bypass.
  • Loss protections (contracts guarantee 75-100% of your initial investment when the contract matures or with death).
  • Allow named beneficiaries so that the death benefit bypasses the estate and goes directly to them.
  • Can control how and when the benefit gets paid out (more flexibility).
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Contact us today and learn how we can help you get started with segregated funds.