Safeguarding Your Investments

Sep 10, 2020 | Articles

Safeguarding your investments from market losses, particularly losses that may occur later in life is of paramount concern for retirees. Segregated funds are a timely, private and cost-effective way for clients to transfer wealth to their loved ones. By naming a beneficiary on a segregated fund policy, these investments can bypass the costly probate process upon ones death which can save time and money. 

Plus, unlike traditional investments like stocks, bonds, or mutual funds, segregated funds provide a deposit guarantee upon death as well as creditor protection which can be an integral part of your wealth transfer plan. 

For more details, watch and share the following video. It’s a simple and great way to start a conversation!