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Beneva Annuity
Annuities from Beneva
A Beneva Annuities are safe investments that guarantee lifelong income regardless of market performance.
Talk to a Beneva Agent/Broker
The best way to learn more about annuities from Beneva is to contact a Beneva insurance agent or broker who speciallizes in annuity sales. An annuity broker deals with more than one company and can help you compare monthly incomes from all the different life insurance companies that sell annuities in Canada.
How to buy an annuity from Beneva
- Start by completing a Beneva annuity quote.
- Receive your Beneva Annuity Illustration by email.
- Complete the Beneva Annuity Application.
- Complete the transfer form(s).
- The following items are sent to Beneva:
- Beneva Annuity Application
- Beneva Annuity Illustration
- Transfer Form (for registered funds) or
- Cheque payable to Beneva (for non-registered funds)
- Void cheque for the payment of the monthly income
- Copy of a government issued photo ID
- Your Beneva Annuity Policy is issued and mailed.
Completing a Beneva annuity quote below is the first step in calculating your monthly income based on your personal needs.
Click here to get a Beneva Annuity Quote
Once you submit your information, we'll calculate your annuity payout and send you the Beneva Annuity Illustration the same day. Here is an example of a Beneva Annuity Illustration.
After reviewing the annuity illustration, the annuity broker will take down your information and complete the annuity application for you. Here is an example of a Beneva Annuity Application.
The annuity broker will complete the transfer forms that are necessary. Registered funds like your RRSP, RRIF or RPP are transfered from one institution to another using a transfer form. If the funds are coming from a non-registered source the annuity broker will ask you for a cheque that is payable to Beneva.
Your annuity policy will be issued when the registered funds are transferred. Or when the non-registered funds have been cashed.
To Begin, Request A Beneva Annuity Quote
About Beneva
Beneva is La Capitale and SSQ Insurance coming together as one company. Beneva is built on shared human values and powered by 75 years of experience.
(Reference: www.beneva.ca)
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