This Segregated Funds infographic outlines how these are a unique investment product that combines elements of both mutual funds and insurance. These funds are offered by life insurance companies and are designed to offer investors the potential for growth through various investment portfolios, while also providing the added benefits of insurance protection.

Segregated Funds have the potential to increase after-tax income while preserving capital.

As highlighted in the segregated funds infographic, one of the key features of segregated funds is their guarantee of principal protection at maturity or death, which provides a level of security that is appealing to risk-averse investors. This makes them a valuable option for clients looking for growth potential while also wanting to safeguard their initial investment.

Share with Clients and Prospects

For financial planning professionals, sharing this segregated funds infographic helps to educate clients and prospects  in an engaging and visually digestible format. Infographics help clients to better grasp the potential benefits of segregated funds, such as death benefit guarantees, probate avoidance, and investment flexibility. Additionally, advisors can highlight key aspects of these funds, helping clients weigh them against other investment options and understand how they can fit into their overall financial strategy.

Discover other related Insurance Infographics.

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

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Infographics are personalized with the advisor name, contact information and company logo.