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Beneva Newsletter - January 2023
Submitted by Krishan on February 7, 2023 - 4:31pm
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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 1
st
2023, La Capitale and SSQ Insurance became Beneva!
Read more
Learn about our
new Recognition Program for Representatives
.
See details
Discover our improved
Document Centre
.
See what’s changed
Have you tried our
electronic application
?
See 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
La Capitale: Weekly Rates
Segregated Funds: Returns
GIA SSQ Insurance: Rates
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
Source URL:
https://trustglobalpacific.com/bulletins/beneva/2023-02-07/beneva-newsletter-january-2023