Segregated Fund Contracts.

Segregated Funds can give you the growth potential of investment funds. The security of insurance guarantees helps you reach your financial goals.

Segregated funds are available only through insurance companies.

These policies can provide valuable benefits, including guarantees.

You don’t buy the fund units directly, but the units are used to determine the benefit value of your policy.

Downside Protection With Segregated Funds.

You want to take part in the growth potential of the markets but want downside protection.

With segregated funds, you have a maturity benefit guarantee to protect your investment.

Potential Creditor Protection.

You are a small business owner or a professional, segregated funds can offer creditor protection.

Estate Planning Benefits.

If you are looking for estate planning benefits. Segregated funds offer a death benefit guarantee. By naming a beneficiary, the value of your investments can bypass probate. Probate is a public process that can be both costly and lengthy.

Segregated Fund Sheet

Key Features and Benefits:

  • Select the level of capital protection you need with Death and Maturity Benefit Guarantees ranging from 75% to 100%
  • Automatic annual Death Benefit guarantee resets lock in your market gains
  • Get the valuable insurance benefits and tax advantages of segregated funds
  • Choose a range of investment options from fixed income to equity funds

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