Building and preserving wealth together.

1-800-561-1177

Beneva Newsletter - January 2023
Printer-friendly versionPrinter-friendly versionPDF versionPDF version
Beneva
 
Afficher la version web
 

Beneva Newsletter - January 2023

Welcome to the Beneva newsletter. We'll keep you informed of the latest news on:
  • The Beneva life and health insurance products
  • The La Capitale savings and investment products
  • The SSQ investment products
We will also share blog articles to help you grow your business and guide your clients. 
 

News on the merger

On January 1st 2023, La Capitale and SSQ Insurance became Beneva! Read more

Learn about our new Recognition Program for RepresentativesSee details

Discover our improved Document CentreSee what’s changed

Have you tried our electronic applicationSee details

What you should know about our Universal Life Insurance – Investment component
 

Saving and Investments

La Capitale
  • Promotional rate of 4.45% on the 18-month non-redeemable GIC  for a limited time. See details
  • RRSP Toolbox reminder: consult it for all the tools to make your RRSP Season a success!

SSQ Insurance
  • Promotional rate of 4.45% on the 18-month non-redeemable GIA Select. See details
  • RRSP Toolbox reminder: consult it for all the tools to make your RRSP Season a success!
  • Mailing of Investment Statements. Read more 
  • Reminder: Amendment: Information Folder and Contract – New Business. Read more
 

When good clients invest badly

When clients get swept up in social media investment fads, they need a financial advisor to ground them again. Here are some practical ideas.
Read the article
 
 

For your convenience

Investment Accounts Rates of Return
Investment Accounts: Morningstar and Fund Facts
Investment Account Codes
Investment Accounts: Examples of Optimized Portfolio
 
Business Platforms
Marketing Material Order – Beneva Life Insurance
Marketing Material Order – La Capitale Savings and Investments
Marketing Material Order – SSQ Savings and Investments
Illustration Software 
Electronic Applications
Recognition Program