Life Insurance & Investments Segregated Funds

Segregated Funds

Segregated funds (“seg” funds) are mutual funds offered by life insurance companies.

Segregated funds are similar to mutual funds but come with additional guarantees and benefits because they are an insurance product. The seg fund assets are held separated or are “segregated” from the insurance company’s other assets to protect the investor in case of the company’s insolvency. With these funds, you have guaranteed principal, no probate fees, and creditor protection.

Our financial advisors can answer any questions you may have as a potential investor. They will help you come up with a portfolio that will best suit your investment needs.
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