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Segregated Funds Simplified - A Smart way to protect your partner's inheritance!
If you are looking for a way to reap rewards of financial market gains while protecting your capital against losses, segregated funds could be an appropriate investment for you.
Most people have a pretty clear idea of where they want to go with their investing, but may be less clear on how to get there. Understanding the benefits of investing in segregated funds within your financial plan will help you recognize if they are the right choice for you.
Segregated funds can be named to a direct beneficiary, bypassing the deceased estate in the event of family turmoil or family's failure to recognize a same-sex spouse.
What are SegFunds ?
Potential CreditorProtection
InvestmentProtection for the Conservative Investor
EstatePreservation protects against family turmoil and ensures your partner receives what is rightfully his!
This page is part of the GayFinance series.