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Insurance - Segregated Funds

Segregated Funds

 



If you are nervous about investing in the market but would like to be part of the growth that the stock markets can offer, then segregated funds may be an option for you.

Segregated funds are the insurance industry's equivalent of mutual funds with one key difference, because they fall under insurance legislation, they must guarantee to repay at least 75% of your investment principal at maturity or death - whichever comes first. They also offer protection from creditors, if a preferred beneficiary is named, and save probate fees upon death as the money passes directly to the beneficiary.

Call us today to ask for more information!

 
Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

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