Building and preserving wealth together.

1-800-561-1177

Beneva Newsletter - July 2023
Printer-friendly versionPrinter-friendly versionPDF versionPDF version
 
Beneva
 
Web version
Français
 

July 2023 Newsletter

Busting 7 of the biggest life insurance myths

Everybody seems to have an opinion on insurance, but many are based on myths.
Read the article
 

Special term Traditional GIA rate

For a limited time, offer your clients a special term GIA rate.
Learn more
 

Recognition Program for Representatives

Your bonus calculation reference document.
Read the document

Mailing of Investment Statements

June 30, 2023 investment statements are now available on Client Centre and will be mailed to clients by the end of the month.
Learn more
 

Beneva Investment Application Forms Update

Details on our electronic and paper application options.
Learn more

Individual Insurance: What's new at Beneva

Here's a reminder of what's new since July 3rd, including the repositioning of Term Plus.
Learn more
 

Protection of Personal Information Update

We have developed a new Privacy Statement to harmonize our personal information practices.
Learn more

Civic Holiday- Heritage Day

Please take note of our business hours for the upcoming holiday.
Learn more
 
 
 

For your convenience

Investment Accounts Rates of Return
Investment Accounts: Morningstar and Account Facts
Investment Account Codes
 
Advisor Centre
Marketing Material Order
Illustration Software
Electronic Applications
Recognition Program