Let Me Show You: Segregated Fund Investing

Filled with key advising points, this course can help you and your clients to become converts to seg funds. Review the many benefits to segregated fund investing: show the advantages of guarantees, resets, beneficiary designations, and probate bypass. There is enormous market potential thanks to the increasing senior population. Add the benefits and the market together, and you’ll come out a winner!

This course ramps up your seg fund know-how in an easy-to-read style that is free from manufacturers’ claims. Get excited about seg funds as a win-win investment opportunity.

• Employ the built-in benefits of a segregated fund policy with your clients to show how to limit loss and enhance gains;
• Link the advantages of seg funds to client needs for guarantees, probate bypass, and beneficiary designations;
• Ramp up your know-how on key points of advice.