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Estate Protection

It’s about securing and growing the legacy you want to pass on.

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Who is this for?

If you’ve spent a lifetime building a legacy you want to pass on to your chosen beneficiaries – such as family members, friends or a favourite charity – in a secure and timely manner after you die, a segregated funds policy may be right for you.

How will this help me?

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First, you get to choose who receives the money (and how they receive it) after you pass away. Second, because the money doesn’t flow through your estate, the entire process is kept private. Third, it can help you avoid having to pay estate administration costs, allowing you to pass more money on to your beneficiaries after you die.

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