BMO

JUNE 2025

• Unlock new estate planning solutions—updated insurance concept and more – get it here

MAY 2025

• Discover how the updated EPP can help clients protect and preserve their wealth. Learn more
• Tax Characteristics of Segregated Fund Contracts read more here
• Spring Essentials: Your BMO Insurance News, Updates – more here

APRIL 2025

• More powerful estate planning, streamlined universal life product – details here
• 2025 Performance Bonus Rate Announcement – details here

MARCH 2025

• Individual and corporate solutions for high-net-worth clients: direct from our resident tax expert – Read now
• the UNDERWRITING Rovr AI roll out is underway, with a select group of advisors putting the AI-powered chatbot through its paces. more here

FEBRUARY 2025

• Start 2025 Strong—RRSPs, Important Updates, and Upcoming Events more HERE

AUGUST 2024

• Budget 2024 and your clients’ wealth – get it here

JULY 2024

• SmartApp – Updated eSign proces – more here
• Bill 96 Update – eDelivery of all insurance policies – more here 
• Student budgeting with term certain annuities – more here

JUNE 2024

• New: Introducing our Advisor Loyalty Program – more here
• Estate planning: How the right policy can help  – more here

MAY 2024

• It’s time to talk to clients about critical illness plans- more here
• Bill 96 Update – Consolidated Policy Contracts – more here
• Stable UL equity-linked returns with a guarantee – more here

APRIL 2024

• Simplifying Income Annuity Applications with Smart Form – more here
• Issue policies faster with digital processing- more here
• 2024 Performance Bonus Rate Announcement – more here

MARCH 2024

• Combined life: insurance for couples with added flexibility  – more here
• Innovative GIAs can help achieve clients’ UL goals – more here
• Accelerated Underwriting limits increased to $5M on all life plans – details here

FEBRUARY 2024

• Early discovery benefits – Learn what they are and how they can help protect your finances (and your health) – more here
• The Wave 53.0 – Accelerated Underwriting up to $5M details here
• Strengthening CI benefits at no cost – more here
• Tools to provide underwriting transparency – get the Underwriting manual here

JANUARY 2024

• Simplifying Income Annuity Applications – Introducing Smart Form  more here
• Help maximize tax-efficient retirement income – more here

DECEMBER 2023

• SmartApp updates are now live! details here
• New 30-Year GIA adds to UL flexibility – details here
• 2023-2024 Winter Home Financing Promotion – details here
• 2023 Close-off Dates for Commission Processing here