09.05.2022, your May 2025 Beneva Newsletter
Submitted by Krishan on May 13, 2025 - 12:08pm
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PDF version Beneva Advisor's Newsletter |
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Rethinking Life Insurance After Retirement |
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Learn when life insurance still makes sense for your retired clients, such as estate planning, tax efficiency, and legacy strategies.
Read the article |
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Reach new heights with this spring campaign! |
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This is your chance to excel and be rewarded for your efforts and commitment with a performance bonus.
Details here |
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What's new in Criticall Illness |
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Several new features since April 15, including a beneficial step forward with updated definitions of critical illnesses, the addition of coverred illnesses and a repositioning of critical illness insurance premiums.
Learn more |
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Advising your clients on their tax returns |
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This could be a good opportunity for your client to start adopting sound financial habits and better manage their money.
Read the article |
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Individual Insurance Campaign Toolbox |
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You'll find marketing materials, blog posts, e-proposals, ready-to-share posts for your social networks and more.
Spring 2025 toolbox |
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| Beneva Inc., financial services firm, authorized distributor by Beneva Inc.
TM The Beneva name and logo are registered trademarks of Beneva Group Inc. used under licence.
© Beneva Inc. 2025
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