Why Segregated Funds?
WHAT ARE SEGREGATED FUNDS?
Segregated funds offer the growth potential of mutual funds, but they provide a distinct advantage - protective features only available through an insurance company:
• death benefit and maturity guarantees
• the ability to bypass probate
• the potential for creditor protection
WHAT ARE THE BENEFITS OF SEGREGATED FUNDS?
The breadth of protection options offered through Segregated Funds provides an ideal financial planning tool designed to help grow and protect your wealth. The overall value of segregated funds is unparalleled in the industry and offers you benefits such as:
• a Guaranteed Minimum Withdrawal Benefit - that
can offer predictable, sustainable, and potentially
increasing retirement income for life*
• a choice of maturity guarantees - to help protect
your principal investment
• a choice of death benefit guarantees - to help
preserve your wealth
• a choice of reset options - to potentially increase
your guarantee values
• a broad choice of funds from well-respected
managers - providing optimum diversification
• the ability to bypass probate and estate fees -
saving your beneficiaries valuable time and money
• potential creditor protection - to help protect your
personal assets from professional liability
• the flexibility to switch between funds and fund
managers within each segregated fund family, free of
charge
With these benefits in mind, it is easy to see how
Segregated Funds can help provide investment protection every step of the way.
*Some conditions apply.