facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Segregated Funds

Segregated Funds (also called Guaranteed Investment Funds) are unitized investment vehicles similar to mutual funds. They provide growth and income generation opportunities in combination with some of the benefits of a life insurance product.

Segregated funds offer many unique features but the prominent ones include partial or full principal protection on death or maturity of the product, potential creditor protection and the ability to avoid probate on death by naming a preferred beneficiary. Additionally, some Segregated Funds provide for a guaranteed retirement income stream that gives clients financial security and peace of mind.