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Segregated Funds
Segregated Funds
An investment that provides simplicity, financial protection, and capital growth.
Segregated Funds are a type of investment offered exclusively from insurance companies. They are made up of equities, bonds, or other money market securities. Segregated Funds are similar to mutual funds, but they provide a major advantage that mutual funds do not: They offer guarantees that protects the investments due to downturns in the markets. These are called Maturity Guarantees and Death-Benefit Guarantees.
Main Benefits of Segregated Funds
Main Benefits of Segregated Funds
Protection of investments through guarantees
Protection of investment capital each year through a reset feature
Creditor proof
Potential to not pay probate fees
Easier tax return
Potential lifetime guaranteed income
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