Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate with any named beneficiary. The maturity and death benefit guarantees. In the case of non-registered funds, I would argue there…
March 1, 2022
Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…