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Segregated Funds

Compartmentalizing your assets is a good way to protect your future investments.

What is a Segregated Fund?

A segregated fund is the insurance industries equivalent to a mutual fund - with some very unique benefits not available with a mutual fund investment.

Why are they called "Segregated Funds"?

The assets in these funds are separate from the general assets of the life insurer - therefore "coining" the term segregated.

Segregated Funds vs. Mutual Funds: the Unique Benefits

The 100% Guarantee - How does it work?

The Freeze Option

Allows clients to lock-in investment gains and increase their guarantees of principal at any time