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Beneva Newsletter - February 2023

Submitted by Krishan on February 21, 2023 - 11:17am

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Beneva Newsletter - February 2023

 

Life and Health Insurance

Clarification regarding Pillar Series Disability Insurance products

Reinstating an insurance contract

Reminder: Correctly addressed cheques
 

Saving and Investments

La Capitale
  • Deadlines for contributions and receipt of original documents. See details
  • RRSP Toolbox reminder: consult it for all the tools to make your RRSP Season a success!

SSQ Insurance
  • Deadlines for contributions and receipt of original documents. See details
  • RRSP Toolbox reminder: consult it for all the tools to make your RRSP Season a success!
Tax slips and Tax Receipts
 

Is real estate still a good investment?

Over the past few decades, it has become common for middle-income Canadians to buy and sell or rent out multiple properties.
Read the article
 

FundGrade A+ 2022 Award

For several years, SSQ Insurance and La Capitale fund managers have been recognized with the highest distinction in the Fundata FundGrade A+ awards for their segregated fund platform.
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
Source URL: https://trustglobalpacific.com/bulletins/beneva/2023-02-21/beneva-newsletter-february-2023