Beneva

JUNE 2026

• Connecting the Dots: Health trends and insightsThe Health Report is meant to highlight the trends that are shaping group insurance. In this edition, you’ll learn about the taxing effect of financial pressure on health needs and group benefits plans, from generation to generation. read more HERE

APRIL 2026

• Permanent products, Simpler, more accesible – details here
• Maintain strong client relationships through periodic financial reviews read more here

JANUARY 2026

• Catch These Life Insurance Mistakes Before It’s Too Late – more here

DECEMBER 2025

• Savings Campaign Toolbox | RRSP season is the ideal time to help your clients plan their savings based on their individual circumstances. Get the tools HERE

NOVEMBER 2025

OCTOBER 2025

• The underwriting guide is evolving: Are you up to date? Review the new risk selection requirements HERE

SEPTEMBER 2025

• Term life or mortgage insurance for your clients? Download the comparative guide

JULY 2025

• Term Plus – Protecting the present, planning for the future – more here

JUNE 2025

• Bridging the Gap: Life Insurance for Self-Employed Workers more here
• Webinar: The Origin of Critical illness Insurance, June 17 – more here
• New underwriting guidelines for temporary residents  more here
• Insurance applications are evolving, your efficiency is going up more here

MAY 2025

• Spring Newsletter – get it here
• Policy Conversion: your starting point Learn more

Rethinking Life Insurance After Retirement – read the article here

APRIL 2025

• The Spring 2025 campaign is out and ready to help you reach new heights – details here

FEBRUARY 2025

•  The Value of Financial Advice webinar- register here
• Annuities: A Game-Changer for Client Risk Management – read more here

JANUARY 2025

• 6 Ways to Help Your Clients Save and Invest More – read more here
• Evolution of criteria for death benefit settlement – more here

DECEMBER

• Two enhanced tools for your investment transactions – more here

NOVEMBER

• Client Contest $10,000 to fast-track your savings more here

OCTOBER 2024

• Financial planning for women at a turning point – read more here

AUGUST 2024

• Doing business with business owners ? read more here

JUNE 2024

• Accelerated policy issuing process – more here

MAY 2024

• Steering clients back on track when they have second thoughts

MARCH 2024

• Investment transaction processing – more here
• 2024 Economic Trends – more here

Maintain strong client relationships through periodic financial reviews

FEBRUARY 2024

• Last chance to have your clients benefit from promotional rates on Traditional GIA and Equity Index GIA¹. details here

JANUARY 2024

• 2024 Commission Fees Payment Schedule – get it here
• 2024 Jan. News
• Transfer Policy between Managing General Agents – more here

10 TIPS TO INCREASE YOUR ONLINE PRESENCE

DECEMBER 2023

• Adjustment to the tax withholding method for RRIF/LIFIn the coming days, your impacted clients will receive a letter on this subject:
  • Consult an example of the client letter
• RRSP season is upon us – access the Savings Toolbox here
• Single Sign-On Authentication: Multiple User Logins – access the quick reference guide here
  
  

  Women and finance: How to have better conversations