Expert Advice from Beneva

This new series from Beneva looks at how concerns about market returns and inflation are increasing interest in segregated funds that offer guarantees at a reasonable price.

How can clients invest and sleep well at night?

Expert Advice

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How can clients invest and sleep well at night?

Market volatility presents investment opportunities, but clients need to feel comfortable, too.

January 16, 2023

3 min read

Expert Advice

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How can you help clients find room in tight budgets for saving?

Don’t let inflation derail clients’ efforts to save towards long-term financial goals.

November 28, 2022

3 min read

Expert Advice

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What’s the most compelling way to introduce critical illness insurance?

Skip the statistics and focus on real-life stories to explain the importance of critical illness insurance to clients.

October 24, 2022

3 min read

Expert Advice

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Is group life insurance enough?

Group plans are extremely valuable, but clients need sufficient—and portable—life insurance protection.

September 26, 2022

2 min read

Expert Advice from Beneva

How can clients invest and sleep well at night?

How can you help clients find room in tight budgets for saving?

What’s the most compelling way to introduce critical illness insurance?

Is group life insurance enough?

Why does investment cost matter so much this RRSP season?

How will this RRSP season be different?