Financial Products
Annuities
Annuities offer a guaranteed, regular income source for your retirement. The amount you receive is influenced by factors such as your investment amount and the interest rates at the time of purchase. Annuities can play a crucial role in retirement planning or be used by individuals who need ongoing financial support without requiring a large sump of money upront.
Key Features of Annuities:
- Duration: choose between a lifetime annuity or a fixed-term annuity for a specific period.
- Payout Term: opt for an immediate annuity to start receiving payments right away, or consider a deferred annuity to begin payments at a later date.
- Coverage Options: available for individual or joint-life coverage.
Segregated Funds
Segregated funds are investment products offered by insurance companies that combine the growth potential of mutual funds with the security of insurance guarantees. They are designed to provide potential investment growth and financial security, they offer unique benefits such as estate planning advantages and creditor protection. These funds are particularly suited for risk-averse investors.
Key Benefits of Segregated funds:
- Investment structure
- Capital Protection/Death Benefit Guarantee
- Maturity Guarantees
- Creditor Protection
- Estate Planning Benefits
Trust Our Brokers for Expert Guidance. Call us today to discuss your needs and find the best policy for you.