Segregated Mutual Funds

  • "Seg" funds are available through life insurance companies that provide guarantee of principle and invest your capital in a specified portfolio that is designated by your "needs analysis". 

            1. Protection/Guarantee of Principle options that provides                          the estate with the higher of the original or market amount.​

            2. Creditor Protection. Life insurance contracts cannot be                            touched if owner is sued.

            3. Beneficiaries receive payment directly from the life insurance                  company. This bypasses the will and there are no probate                      fees. 

        I have many very satisfied clients that have invested this way with          various insurance companies that I work with.