Beneva is investing in an advertising campaign in the Canadian market to raise awareness of our savings and investment services.
We've put together a few documents to help you during this period.
New this year: Clients' Contest
''$10,000 to fast-track your savings''
With our “$10,000 to fast-track your savings” contest, contributing to a Beneva RRSP or TFSA between November 1, 2024, and March 1, 2025, could pay off for your clients.
For all details see Contest landing page
Total of $17,500 to be won
There will be 4 draws:
December 13 : contribution between November 1st to 30th ($2,500)
January 17: contribution between November 1st to December 31st ($2,500)
February 14 : contribution between November 1st to January 31st ($2,500)
March 14 : contribution between November 1st to February 28th ($10,000)
Social Post to share on your social networks
Text:
The sooner you invest in a Beneva RRSP or TFSA, the more draws you will participate in.
Contact me to enter.
Image to upload:
Documents on investment accounts that offer your clients performance and diversification.
Turnkey solutions for all your customers' needs.
Shortcut to useful documents on rates and yields
Rates and returns on investment products, as well as fund overviews, are now available on beneva.ca.
Content articles to share on your social networks.
Several content articles to help you develop your business are available on our Savings and investments blog section.
Women and finance: How to have better conversations
Maintain strong client relationships through periodic financial reviews
Ask the experts Podcast
Experience and information are game changers in business. The Ask the experts podcast gives you an inside look at the world of insurance and financial products through real-life examples and practical advice. Happy listening!
Advisors' Campaign Landing Page
Savings & Investments Section
