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Segregated funds, like mutual funds, are market-based investments. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not.
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Segregated Funds have the following unique Characteristics:
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Citadel Financial Wealth Group believes in supporting our community and the people that need our support. That is why once your policy closes, we will donate to a charity or foundation on behalf of your choice!
If you do not have a charity or foundation you would like to donate to you can choose any one of the foundations we support!
We also plant a tree in your name or any name you choose to give us as we have a unique partnership with FORESTFARMER that allows us to help in keeping our air fresh for a long time to come.
When your policy closes, Citadel Financial Wealth Group gives back to the community, so let’s make a difference together!
If you’ve found a quote that you think is great, give us a chance to make it even better. Click the button below to get started and we will make sure one of our insurance agents reviews your offer and ensures your offer is the best on the market. Our goal is to either beat your quote with the same or better features or confirm your offer is the best offer in market for you. One of our insurance agents will contact you within 24 business hours to tell you if there is a better deal and how to get the best terms for your quote!
Our clients always come first. Our goal is to help you get the best advice and insurance solutions for your needs. Citadel Financial Wealth Group was formed to help you achieve and protect your financial success, so allow us to help you today. Speak to one of our insurance agents today!