Advisor Resources

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Sales Materials

Product Explainer

The complete BeniPlus overview to introduce the platform to clients.

Health Spending Account

Product deck for the Health Spending Account benefit category.

Wellness Spending Account

Product deck for the Wellness Spending Account benefit category.

RRSP

Product deck for the RRSP benefit category.

Personal Insurance

Product deck for the Personal Insurance benefit category.

Charitable Giving

Product deck for the Charitable Giving benefit category.

HSA Eligible Expenses

Client-ready reference list of eligible health expenses.

WSA Eligible Expenses

Client-ready reference list of eligible wellness expenses.

HSA Calculator

Show clients their tax savings with a Health Spending Account.

Bundles Calculator

Instant group benefits quotes for groups of 1 to 50 lives.

Executive Wallet Calculator

Model executive benefits budgets for your clients.