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Beneva Newsletter - February 2024
Submitted by Brett on February 8, 2024 - 12:31pm
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February 2024 Newsletter

MESSAGE TO GENERAL AGENTS

Dear partner,

Please find below the February Beneva Newsletter that will be sent to all advisors tomorrow.

Last Chance: GIA Promotional Rates

Last chance to have your clients benefit from promotional rates on Traditional GIA and Equity Index GIA.
Learn more
 

How to help younger clients achieve home ownership

Here are some of the ways you can help would-be homeowners balance their objectives and make the right financial moves.
Read the article
 

Savings Toolbox

The RRSP season is coming to an end! Here’s a reminder of the tools and documents we have put together for you.
Learn more
 

RRSP Contributions

Deadlines for RRSP contributions and receipt of original documents.
Learn more
 

Our Forms: Improving and Simplifying Your Experience

We have improved our instruction forms to simplify your experience. See also how to fill in the forms for faster processing.
Learn more
 

Family Day

Please note that due to Family Day, some of our sales offices will be closed on Monday, February 19th.
Learn more
 
 

For your convenience

Investment Accounts Rates of Return
Investment Accounts: Account Facts and Fund codes
Investment Account Codes
 
Advisor Centre
Applications, forms or marketing material orders
Illustration Software
Electronic Applications
Recognition Program

Contact our team

Contact us for more details about the many benefits of Beneva products.
Ontario and Atlantic
Western Canada
Quebec
1 877 707-7372
brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5
Contact list
1 877 707-7372
brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5
Contact list
1 877 707-7372
support.courtage@beneva.ca
625 rue Jacques-Parizeau
Quebec City QC G1R 2G5
Contact list
 
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