Segregated Mutual Funds​

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• Guaranteed investments similar to mutual funds but with many powerful tools added:

            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 own 'seg funds'. 

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