Popular documents
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Weekly Rate Sheet
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Rates of return on our investment accounts
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Morningstar and Fund Fact links
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Application-Instructions – Non-registered plan, RSP, RIF, LIRA (QC), LIF, Annuity, DLA, DLA-LIRA – QC | T097
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Application-Instructions – Pan-Canadian Registered Plan (LIRA-LIF) | T053
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Direct Transfer Between Institutions | IND2033E-T2033
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Investment Account Codes | T002W
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Application - Individual Insurance Policy | FIND0035A
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Change of beneficiary(ies) | FIND0205A
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Change of name declaration | FIND0204A
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Application – Income Protection – Pillar Series | F002
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Simplified Accident Insurance, brochure – Application | F043
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Application – Safe Driver | F3003
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Accident and Sickness Declarations of Insurability | IND007E
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Savings and investments, and disability insurance
Life and critical illness insurance
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 AND HEALTH INSURANCE
Electronic applications
The quickest way to get your clients the life insurance they need, from filling out the application to signing it electronically.
LIFE AND HEALTH 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. With proven products and performance-driven innovations, like our Investment Accounts, Beneva makes it easy to stay ahead of the game.
Our assets reflect our sustainable and responsible investment principles, while our private investments finance renewable energy, social infrastructure and cleantech companies to the tune of $220 million. In short, everyone benefits.
Read our CSR reportBeneva 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 BenevaOur Mobile Office and eApps simplify your job and cut down your paperwork time. We’re always working on new marketing material and blog articles of interest to give you an edge and attract new clients.
Staying in the loop
When good clients invest badly
7 investing myths and how to bust them
How great investment portfolios are built - and two ways you can do it
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Ontario and Atlantic Canada
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7150 Derrycrest Drive
Mississauga, ON L5W 0E5
Western Canada
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7150 Derrycrest Drive
Mississauga, ON L5W 0E5
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