Principle Protected Investments
The principal protected investments, otherwise known as segregated funds, offer you multiple safeguards to protect your assets
Protection Against Loss of Principal
Our product provider guarantees they will return a minimum of 75% and up to a maximum of 100% of your initial investment after a specific period of time, typically 10 years.
Protection Against Creditors
Your investment is fully protected from your creditors under specific conditions.
Protection Against Untimely Death
The product provider guarantees at a minimum the IMMEDIATE return of at least 100% of your initial investment to your heirs regardless of the value of your investment at the time.
Our Principal protected investments safely and legally bypass the probate procedure creating a simplified estate planning procedure.
Resets take it up a notch! When your principal protected
investment moves up in value, you can reset your guarantees to lock in the gain giving you increased security.
The level of risk for your investments is easily determined by the opportunity to choose from multiple funds.