Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings. With our choice of guarantees, you can expand your wealth and secure it at the same time.
In a nutshell, a segregated fund is a pool of money spread across different investments. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs.
Your investments could be protected even if you face unexpected lawsuits or bankruptcy. With such protection, after your passing, the death benefit will go to your beneficiaries, not creditors.
Your designated beneficiaries (if you decide to have them) are a private matter and won’t be disclosed.
General disclaimer: You’ll find the detailed descriptions of the segregated fund policy in the information folder provided by your financial advisor. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
View detailed information for our segregated fund policies including information folders, fund facts, rates of return, contracts and financial statements.