Beneva

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