Solutions for your future needs.

Book a meeting


(647) 867-7809

 

Segregated Funds

Why do segregated funds have higher management expenses?

What the higher expense pays for  The insurer holds a reserve in relation to the several guarantees provided in the policy contract. Due to market fluctuations, it is especially important that actuaries calculate and hold reserves needed to pay any future...

Read more

Article Licenses: CA | DL | LI | UK
Advisor Licenses:

How simple is it to invest in segregated funds?

  You may want to consider using segregated funds when the market is offering low snail-paced returns on guaranteed term deposits. The following advantages, make investing in segregated (seg) funds simple: Invest in stocks when interest rates are low...

Read more

Article Licenses: CA | DL | LI | UK | US
Advisor Licenses:

How can Segregated Funds benefit an investor?

How Segregated (Seg) Funds Work Segregated (seg for short) funds are professionally managed investment funds holding pooled investments, with a life insurance component. With predefined investment objectives and policies, a professional manager selects the...

Read more

Article Licenses: CA | LI | RE
Advisor Licenses:

What income advantages can segregated funds offer?

Segregated fund policies are unique insurance-related products with some guaranteed investment features that can benefit both your capital and income for years. · Premiums are paid to the insurer for an insurance policy. These monies are allocated to segregated...

Read more

Article Licenses: CA | DL | LI | UK | US
Advisor Licenses:

Segregated funds diversify your investment

Segregated funds have their shares protected to a certain degree by insurance. The insurance protection advantage The notable advantage is that some segregated funds offer to insure up to 75% or higher, of the principal invested in a segregated fund if held...

Read more

Article Licenses: DL | LI
Advisor Licenses:

 

 

A A
Financium.getAdvisorInfo()=miss Financium.getPage()=miss Financium.getPage()=miss Financium.getPage()=miss Financium.getPage()=miss