Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value.
Get ready to be proactive!
To help you showcase segregated funds to your clients, check out the brand-new 1-pager that summarizes, in simple and relatable terms, the major benefits for your clients to add segregated funds to their portfolio. 👇
(For advisor use only)
Segregated funds offer a unique blend of growth potential and protection for a wide range of client profiles in an ever-evolving financial landscape, with many lesser-known features that shouldn’t be underestimated:
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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 |
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.
Client campaign
In the coming weeks, we’ll be contacting clients directly through a targeted email campaign, emphasizing certain benefits of segregated funds at different stages of life. Make sure you’re ready to take their calls – check out your new guide and brush-up on everything segregated funds have to offer, and what sets them apart from mutual funds and other alternatives.
Stay tuned – more on this coming soon!
Thirsty for more?
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Segregated Funds at iA:
Get ready to elevate your advice, deepen client relationships, and unlock new opportunities!
