SMART TALK… about investments

March 30, 2017 | Updated April 3, 2024

Segregated Funds have been around for over 50 years yet many Canadians have never heard of them. As their advisor, you can help your clients understand more about them so they can explore all their options and achieve the right balance for their retirement.

Share the short client article below and educational video that explains what segregated funds are and provides examples of two portfolios in a bull market and a down market.

Contact your client today to help them achieve that peace of mind.

SHARE the client article from The Link Between:
SMART TALK... about investments

This article is for general information purposes and advisor use only. The information contained in this article must not be taken or relied upon by the advisor as legal, accounting, taxation, financial, actuarial or other advice made to them, or to any other person or firm, by PPI or any of its affiliates. Please refer to insurance company illustrations, policy contracts and information folders regarding any insurance matters referred to in this presentation. Advisors must seek independent professional advice with regard to the verification and use of the information contained in this article.