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.
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
Text: Plan for every chapter of your story with financial peace of mind.
Contact me < insert your booking link here >
Text: With a personalized strategy, even small savings add up to big returns.
Contact me < insert your booking link here >
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
