Solomon Financial
  • Home
  • Quotes
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Disability Insurance Quote
      • Final Expense Insurance Quote
    • Health Quotes >
      • Health Insurance Quote
      • Critical Illness Insurance Quote
      • Group Benefits Insurance Quote
    • Travel Insurance Quote
  • Insurance
    • Life/Financial >
      • Life Insurance
      • Disability Insurance
      • Final Expense Insurance
    • Health >
      • Health Insurance
      • Critical Illness Insurance
      • Group Benefits
    • Travel Insurance
    • Service >
      • Policy Review
      • Update Contact Info
      • Policy Changes
      • Online Documents
  • Investments
  • HSA
  • About
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Blog
    • News
  • Contact
  • High River Parade of Garage Sales
  • Monthly Budget Sheet
  • Home
  • Quotes
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Disability Insurance Quote
      • Final Expense Insurance Quote
    • Health Quotes >
      • Health Insurance Quote
      • Critical Illness Insurance Quote
      • Group Benefits Insurance Quote
    • Travel Insurance Quote
  • Insurance
    • Life/Financial >
      • Life Insurance
      • Disability Insurance
      • Final Expense Insurance
    • Health >
      • Health Insurance
      • Critical Illness Insurance
      • Group Benefits
    • Travel Insurance
    • Service >
      • Policy Review
      • Update Contact Info
      • Policy Changes
      • Online Documents
  • Investments
  • HSA
  • About
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Blog
    • News
  • Contact
  • High River Parade of Garage Sales
  • Monthly Budget Sheet

Segregated Funds

Segregated Funds Segregated funds are similar to mutual funds in a few ways. You invest in a fund, both contain a diversified group of investments, it’s easy to access your money, and they both offer professional money management.
Unique advantages to segregated funds
  • Maturity guarantees. A segregated fund policy guarantees that the value of your investments at maturity will not be less than a specified percentage of the amount you invest.
  • Death benefit guarantees. Your beneficiary will receive the guaranteed amount or market value of your investments—whichever is higher.
  • The ability to bypass probate. Your beneficiaries get their payout faster, the privacy of your affairs is maintained and the cost of probate fees is avoided*.
  • Potential creditor protection for non-registered accounts. Your segregated fund assets may be protected from creditors in the event of a bankruptcy.**
  • Resets. The ability to lock in market gains on your investment.

Can be put into RRSP's, TFSA's, RESP's, Non Registered Accounts, Guaranteed Investments, or Liras.
​


Picture

Navigation

Homepage
Insurance Quotes
Policy Service
Insurance Products
Contact Us
Agent Login

Connect With Us

Share This Page

Contact Us

Solomon Financial
High River, AB 
(587) 897-2336
​Click Here to Email Us

Location

Website by InsuranceSplash
Photo used under Creative Commons from EpicTop10.com