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Individual insurance and investment brokers

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Popular documents

  • Weekly Rate Sheet

  • Rates of return on our investment accounts

  • Morningstar and Fund Fact links

  • Application-Instructions – Non-registered plan, RSP, RIF, LIRA (QC), LIF, Annuity, DLA, DLA-LIRA – QC | T097

  • Application-Instructions – Pan-Canadian Registered Plan (LIRA-LIF) | T053

  • Direct Transfer Between Institutions | IND2033E-T2033

  • Investment Account Codes | T002W

  • Application – Life Insurance and Critical Illness | T073

  • Application – Simplified Second Chance | T079

  • Change of Beneficiary – Life Insurance | IND078E

  • Changing of Premium Payment Method | IND102E

  • Declaration of Name | IND147E

  • Life Insurance Summary | K1001E

  • Comparison table Pure and Enhanced series | T1004E

  • Application – Income Protection – Pillar Series | F002

  • Simplified Accident Insurance, brochure – Application | F043

  • Application – Safe Driver | F3003

  • Accident and Sickness Declarations of Insurability | IND007E

Need marketing material? Right this way.

Online tools

Online tools that make life easier

SAVINGS AND INVESTMENTS

Mobile Office

The Mobile Office iPad app makes quick work of sending instructions or applications.

LIFE INSURANCE

Quick online application

The quickest way to get your clients the life insurance they need, from filling out the application to signing it electronically.

LIFE INSURANCE

Illustration Software

Show your clients their coverage options and premiums with clear illustrations.

Partner with us

We’re in the business of people first

Understanding your reality is our priority. Get the tailored services you need to grow your business. Success is built on strong partnerships.

Giving the best of ourselves translates into a line of products developed to meet the needs of your clients. Proven products and performance-driven innovations, like our Investment Accounts, make it easy to stay ahead of the game with Beneva.

All the portfolio managers on our investment account platform became PRI signatories by the end of 2020.

Discover our CSR report

Beneva has over 5,000 employees and $9.6 billion in assets under management. It’s built on 75 years of insurance experience. But above all, Beneva is going back to what insurance should be about : people, first and foremost.

About Beneva

Our Mobile Office app and quick online application simplify your job and cut down your paperwork time. You’ll also find that our up-to-date marketing material is key to attracting new clients.

Get in touch with our team

All the support and people you need, from sales to partner services. We're just a click or call away.

Quebec

Toll free: 1 888 392-2583

support.courtage@beneva.ca
625 rue Jacques-Parizeau
Quebec City QC G1R 2G5

Ontario and Atlantic Canada

Toll free: 1 877 526-3211

brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5

Western Canada

Toll free: 1 877 526-3211

brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5