Savings Campaign

Toolbox

Beneva is investing in an advertising campaign in the Canadian market to raise awareness of its savings and investment services.

We've put together a few documents to help you during this period.

To help you develop your business

Investment Accounts

Documents on investment accounts that offer your clients performance and diversification.

New: Our investment accounts are raising the bar with our new 75/100 enhanced guarantee.

• A death benefit set at 100% of investments up to age 80 and 75% there after.
• Yearly resets to lock in investment gains into your death benefit.
• Lower management expense ratios and guarantee fees than similar segregated funds.

Segregated Funds

Turnkey solutions for all your customers' needs.

Mobile Office

Skip lengthy processing with Mobile Office. Our tool powers your pace with fast, seamless transactions.

1. Log in to your Advisor Centre.
2. Click on 'Access the Mobile Office’ on the Savings and Investments tile on your homepage.

Why use the Mobile Office?

Shortcut to useful documents on rates and yields

To share with your network

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!