Segregated Funds

Ottawa Life Insurance Brokers & Agents

Segregated funds are investment funds offered by Life insurance companies. They consist of a pool of investments of securities such as bonds, debentures and stocks that are managed by Fund Managers according to their mandate. Each Segregated Fund mandate will follow specific risk tolerance ranging from conservative to moderate to aggressive.

Unlike other investments available in the marketplace, Segregated Funds have unique features that provide guarantees to preserve capital, provide a lifetime income and can create a cost effective and efficient way to pass on wealth.

These Features Include:

  • Maturity & Death guarantees
  • Potential Creditor Protection
  • Probate Protection (except in RESP accounts)
  • Reset Option

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