Segregated Mutual Funds

  • Guaranteed investments similar to mutual funds but with many powerful tools added:

            1. Protection/Guarantee of Principle options that provides                          the estate with the higher of the original or market amount.​

            2. Creditor Protection. Life insurance contracts cannot be                            touched if owner is sued.

            3. Beneficiaries receive payment directly from the life insurance                  company. This bypasses the will and there are no probate                      fees. 

          

       I have many very satisfied clients that own 'seg funds'. 

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CONTACT INFO

Peter Wolgram, CPA/CGA

Insurance Advisor

HollisWealth

Vernon, British Columbia.

Certified General Accountant Chartered Professional Accountant

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Tel:

778-932-1196

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Email:

peter.wolgram@holliswealth.com

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Disclaimer

HollisWealth is a trade name of Hollis Insurance Agency.  Insurance products provided through Hollis Insurance

Agency (BC) and Hollis Insurance (Alberta). The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered. Peter Wolgram is a licensed life insurance agent in British Columbia and Alberta and provides services to residents of those provinces.