Resources to talk to your clients about the strength of our segregated fund shelf.
Help your older clients transfer their wealth more seamlessly with segregated funds. Our new toolkit has everything you need.
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
Wondering what falling interest rates, diverging economic growth and geopolitical conflicts could mean for capital markets in 2025? Download our 2025 Market Outlook report. It offers a range of perspectives of the investment landscape, helping you stay informed.
We are strengthening Portfolio Solution Group’s (PSG’s) commitment to high-conviction mandates from best-in-class investment managers, and reducing the complexity within the portfolios, focusing on regional and specialty mandates exposure.
Populate policy owner information for existing clients in the digital segregated fund application
Reach out to your Canada Life wealth sales team.