Segregated Fund Benefits Infographic
This Segregated Funds infographic outlines how individuals can combine the growth potential of investment funds with certain guarantees and benefits of a contract with a life insurance company.
Segregated Funds have the potential to increase after-tax income while preserving capital.
Segregated funds (Seg Funds) are pooled investments, like mutual funds, but they are held within an insurance contract, which provides additional protections. This Segregated Funds infographic highlights how key features makes segregated funds appealing for individuals seeking both growth opportunities and a level of security against market downturns.
Sharing with clients and prospects
For financial planning professionals, sharing this segregated funds infographic helps to educate clients and prospects in an engaging and visually digestible format. Infographics help clients to better grasp the potential benefits of segregated funds, such as death benefit guarantees, probate avoidance, and investment flexibility. Additionally, advisors can highlight key aspects of these funds, helping clients weigh them against other investment options and understand how they can fit into their overall financial strategy.
Seg funds combine the growth potential of mutual funds with the added security of guarantees offered through a contract with a life insurance company.
Infographic Features
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
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Communicate complex concepts from all areas of financial planning with current, visual infographics.
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