02 llqp - Study guides, Class notes & Summaries

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Segregated Funds and Annuities (SFA) Exam 2024
Exam (elaborations) • 58 pages • 2024
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Segregated Funds and Annuities (SFA) Exam 2024 What is Segregated Funds LLQP - SFA VL 01 - Correct Answer-Segregated Fund is also an investment. it is just a fancy version of mutual fund. Segregated Fund is an insurance product, and it is an investment. Segregated Funds offer some unique features that mutual funds generally do not, such as: - Guarantees - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it...

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Segregated Funds and Annuities (SFA) Questions & Answers (GRADED A+)

Segregated Funds and Annuities (SFA) Questions & Answers (GRADED A+)
Exam (elaborations) • 43 pages • 2024
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What is Segregated Funds LLQP - SFA VL 01 - ANSWER-Segregated Fund is also an investment. it is just a fancy version of mutual fund. Segregated Fund is an insurance product, and it is an investment. Segregated Funds offer some unique features that mutual funds generally do not, such as: - Guarantees - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it's an investment somewhat similar to a Mutual Fund...