💼 Welcome to Segregated Funds 101
A practical, easy-to-follow course designed to help you understand what segregated funds are, how they’re regulated, how they’re taxed 🏛️, and why they’re often used for creditor protection 🛡️.
Segregated funds can look like mutual funds on the surface, but under the hood they’re something different: an insurance contract wrapped around an investment. 📈 That one detail changes everything, influencing:
- ✅ the legal rules that apply
- ✅ the protections available to investors
- ✅ how beneficiaries work
- ✅ what happens at death
- ✅ and how creditors may (or may not) reach the money
This course breaks down the essential concepts clearly, and then brings them to life through real-world examples 💡 so learners can confidently explain how segregated funds work and when they make sense in planning. 🚀
Course Content
Segregated Funds 101 – Insurance Contract
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