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Beneva Newsletter - March 2023
Submitted by Krishan on March 9, 2023 - 10:07am
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Beneva Newsletter - March 2023

 

Life and Health Insurance

You now have the option of offering Annual Pre-Authorized payments to your clients.

Improved settling requirement for new business form
 

Saving and Investments

Market Commentary – December 31, 2022

La Capitale
  • Promotional rate of 4.55% on the 18-month non-redeemable GIC for a limited time.

SSQ Insurance
 

Webinar Reminder

Dont’ forget to register to our upcoming webinar!

Insured annuities
  • When: March 21 at 1:30p.m. EST
  • Speaker: Jos Herman
 

7 questions your clients may be too embarrassed to ask

A great way to ease anxiety and build trust is to help clients find answers to the questions they want but are too embarrassed to ask. Here are 7 to get you started.
Read the article
 

2023 Economic Trends

Market forecasts, sector development, the impact of inflation in Canada and rising interest rates.
Read the article
 

For your convenience

Investment Accounts Rates of Return
Investment Accounts: Morningstar and Fund Facts
Investment Account Codes
Investment Accounts: Examples of Optimized Portfolio
 
Business Platforms
Marketing Material Order – Beneva Life Insurance
Marketing Material Order – La Capitale Savings and Investments
Marketing Material Order – SSQ Savings and Investments
Illustration Software 
Electronic Applications
Recognition Program
 
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COVID-19 Update
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