We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.
Now, we’re building on that momentum with fresh tools and content to keep the conversation going.
Check out our highlight reel
📬 Client emails: they’ve been landing in inboxes, underlining seg fund benefits at different moments in life. Check them out!
🎥 Video: Seg funds veteran Pablo Carrera breaks down the key benefits of seg funds.
📘 Seg Funds 101: your new mini-guide summarizes, in simple and relatable terms, the major benefits to add segregated funds to their portfolio.
🖥️ Web Showcase: have you seen the most recent seg fund ready-to-publish social network posts? Use them today and get the ball rolling with your clients and prospects!
🧠 Advice Zone: don’t miss the brand-new article – share it today!
Get ready to offer better protection
With new industry-wide fee disclosure requirements on the horizon, seize this opportunity to proactively engage clients, reinforce the value of guarantees and protection features, and emphasize the role of segregated funds in their portfolio.
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FAST Payment to beneficiairies upon death |
3-IN-1-PROTECTION For capital For returns Against creditors |
COST SAVINGS Probate fees don't apply to seg-fund investments |
Check out your seg funds toolbox today!
