"Nearly nine out of 10 Canadians (87%) aged 55 and over would like to have an investment product that offers capital guarantees, but two-thirds of them are unaware that this is possible with segregated funds."1
With the reduction in the key interest rate, many of your clients may be seeing the weight of their variable-rate debts decrease. This could help them to have more liquidity.
Some of your clients invested in high-interest savings accounts may see this as an additional reason to gradually enter the fund market to take advantage of opportunities that may arise.
👇
|
New videos To make it easier for these clients to understand the advantages of segregated funds, we have developed a series of short videos to share on your social media: |
