Segregated fundamentals
Increase your segregated funds I.Q. in minutes.
Segregated fund policies can play an important role in meeting your clients’ needs. But what exactly is that role?
That’s the big question. And the reason we’ve created this seven-question quiz.
Too often, segregated fund policies are overlooked by advisors who – although they understand the basics – don’t fully realize the opportunities they create when addressing their clients’ needs.
Is this you?
Take the time now to increase your segregated funds I.Q.