5 minutes
Steering clients back on track when they have second thoughts
Here are three of the top reasons why clients avoid or cancel insurance coverage and how to gently persuade them to reconsider.
Advisor blog
It’s easy to grow your business and wow your clients with our expert advice.
5 minutes
Mastering the language of life insurance contracts
Here’s some of the life and health insurance vocabulary that you should master so that you can teach your clients - plus a few tips for effective communication.
5 minutes
Maintain strong client relationships through periodic financial reviews
Here are three strategies for creating long-lasting client relationships by keeping each other informed about the things that matter most.
4 minutes
How to help younger clients achieve home ownership
Here are some of the ways you can help would-be homeowners balance their objectives and make the right financial moves.
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Beneva
La Capitale and SSQ Insurance become Beneva
That means a whole lot more good people have you covered!