Seg Fund Benefits without the Fees?

These original products have the benefits of the insurance-investment without the costs.

Yan Barcelo 17 November, 2021 | 4:08AM
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Segregated funds often come at a cost for the benefits they offer investors seeking capital preservation or creditor protection. But two insurance companies have created products that are priced like mutual funds.

These are “accumulation annuity contracts” which behave like investment products, explains Nicole Bourque, marketing advisor at Assumption Life. Insurers La Capitale and Assumption Life each offer a unique type of product in the market.

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About Author

Yan Barcelo  is a veteran financial and economic journalist with more than 30 years of experience, writing for many publications in Toronto and in Montreal, including CPA MagazineLes Affaires and Commerce.

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