Resources to talk to your clients about the strength of our segregated fund shelf.
Help your women clients achieve financial security with segregated funds.
Clients can help ensure specific beneficiaries take priority over the claims of creditors. In these situations, their segregated fund investments could be protected, even if they owe money, are sued or file for bankruptcy.
Segregated funds offer clients a simple and straightforward way to pass on their money. Unlike other non-registered investments, the death benefit from their segregated fund policy can go directly to their beneficiaries and won’t flow through their estate.
With 175 years of experience under our belt, we’ve learned how to build one of the strongest segregated fund shelves in the industry. We continually identify the most relevant industry trends and adjust our offering as needed. We provide you with tools to meet the unique needs of each of your clients.
Recent news
The current roller coaster ride in financial markets, marked by unpredictability and volatility, can be a tough pill to swallow for many investors. Some, like those in or approaching retirement, also don’t have the time horizon to ride it out.
IPC’s Visio Pools are coming to our segregated fund shelf, and existing Canada Life and Great-West Life Income Allocation Portfolios will be repositioned.
On May 16, we’re soft-capping the American Growth Fund, reopening the Fidelity American Disciplined Equity segregated fund, making risk rating changes to five funds and opening TFSAs and RRIFS to clients 91 years and older.
Reach out to your Canada Life wealth sales team.