Beneva Newsletter - October 2023
Submitted by Brett on October 17, 2023 - 11:24am
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PDF version MESSAGE TO GENERAL AGENTS
Dear partner,
Please find below the October Beneva Newsletter that will be sent to all advisors tomorrow. |
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Needs-based insurance conversation with your client |
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| Find out when it's a good time to start a conversation about insurance that's right for your clients. |
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Protect your clients' well-being and their budget |
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| There is often a mismatch between the amount of life insurance someone needs and what they believe will fit into their budget. |
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| | System Migration - La Capitale clients only |
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| Clients with La Capitale investment products moved to the Beneva operating system on October 10, 2023. |
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Universal Life Rates and Returns |
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| Universal Life (UL) rates and returns are now available on our website beneva.ca. |
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| | New Investment Account Fact sheets |
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| The most recent Investment Account facts sheets are now available on beneva.ca. |
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What would you say to another bonu$? |
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| Additional 50% bonus with the Beneva Recognition Program. The promotion will run from October 2 to November 10, 2023. |
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| | Electronic Signature Guideline |
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| We've revised the e-signature guideline and enhanced the list of approved solutions to simplify your business. |
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Reminder: Upcoming Webinar |
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| Don't forget to register for our next webinar Keep Calm… And Carry On Generating Income happening on Tuesday, October 24th at 1:30 p.m. ET. |
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| Contact us for more details about the many benefits of Beneva products. |
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