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Segregated Funds

Like a mutual fund, a segregated fund pools investors' money, making professionally managed accounts and  good returns accessible to most investors. The key difference is that segregated funds are actually insurance contracts with two components: an investment that produces the return and an insurance contract that covers the risk.  Segregated funds guarantee either 75% or 100% of your principal.

Like all insurance contracts, they allow you to name a beneficiary. After your death the fund is paid to the beneficiary without tax or probate.


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