Permanent Life Insurance

   Universal Life

   Whole Life

Term Life Insurance

Accidental Insurance

No Medical Life Insurance

 

Health & Dental

Critical Illness

Disability

Long Term Care

 

Mortgage Insurance

Group Insurance

Travel Insurance

 

Guaranteed Investment

   Registered

   Non-Registered

Annuity

RRSP

RRIF

RESP (Education Plan)

 

Guaranteed Investment (Segregated Funds)

A segregated fund is similar to a mutual fund but with added features. They are protected from losing some or all of your initial investment in the fund. Like a mutual fund, a segregated fund is a collection of stocks, bonds and other investments that are managed by a professional investment company. A mutual fund is a security, while a segregated fund is an insurance product.

Who Should Consider Investment Funds?

  • Business Owners, Professionals, Company Officers or Directors for own and company wealth protection

  • All types of investors, from cautious to aggressive, primarily those having a medium- to long-term investment horizon.

Features and Advantages of Segregated funds

 

Only insurance companies offer segregated funds. Our funds have numerous advantages that set them apart from mutual funds :

  • Guarantee on your deposits, applicable at the maturity of the investment or at death. You can recover the entire amount you have invested.

  • You can protect the amounts generated by your investments in excess of the deposits made.

  • You can protect your savings against potential creditors*.

  • The estate value is protected at death (without probate fees).

  • We ensure the continuity of your contributions in the event of disability*.

  • Investment funds with automatically rebalanced feature are available

*Certain conditions apply.

 

The segregated funds can be ideally suitable for follow guaranteed type of investments:

 
 

Whole Life InsuranceTerm Life InsuranceAccidental Insurance Mortgage Insurance

No Medical Life InsuranceTravel Insurance Health & Dental Critical Illness ● DisabilityLong Term Care

  Group Insurance Guaranteed Investments ● AnnuityRRSP RRIF RESPNon-Registered Plans

web resourcescontact ushome

 

Copyright Accessible-Insurance 2004-2011