Beneva Advisor's Newsletter

Rethinking Life Insurance After Retirement

Learn when life insurance still makes sense for your retired clients, such as estate planning, tax efficiency, and legacy strategies.

Read the article

Reach new heights with this spring campaign!

This is your chance to excel and be rewarded for your efforts and commitment with a performance bonus.

Details here

What's new in Criticall Illness

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

Advising your clients on their tax returns

This could be a good opportunity for your client to start adopting sound financial habits and better manage their money.

Read the article

Individual Insurance Campaign Toolbox

You'll find marketing materials, blog posts, e-proposals, ready-to-share posts for your social networks and more.

Spring 2025 toolbox

Weekly Rates
Returns - Investment Accounts
Returns - Segregated Funds
Advisor Centre
Recognition Program

Your Sales Team - ON & ATL
Your Sales Team - WEST

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed varius, leo a ullamcorper feugiat, ante purus sodales justo, a faucibus libero lacus a est.

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
625 rue Jacques-Parizeau, Québec (Québec) G1R 2G5
Website

09.05.2022, your May 2025 Beneva Newsletter

Rethinking Life Insurance After Retirement

Reach new heights with this spring campaign!

What's new in Criticall Illness

Advising your clients on their tax returns

Individual Insurance Campaign Toolbox