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LLQP (Life Licence Qualification Program) Practice Exam · Question

What is a key advantage of a segregated fund over a mutual fund regarding estate planning?

Unlike mutual funds, segregated funds are insurance contracts. This allows the owner to name a beneficiary, which facilitates the bypass of probate, ensuring th

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Question: What is a key advantage of a segregated fund over a mutual fund regarding estate planning?

Answer options: ✅ The death benefit can bypass probate if a beneficiary is named.

  • The management expense ratios (MERs) are typically lower than mutual funds.
  • They are regulated by provincial securities commissions rather than insurance regulators.
  • They offer a guaranteed rate of return on the underlying investments.

Correct answer: The death benefit can bypass probate if a beneficiary is named.

Explanation: Unlike mutual funds, segregated funds are insurance contracts. This allows the owner to name a beneficiary, which facilitates the bypass of probate, ensuring the death benefit is paid directly to the beneficiary.

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