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BMO

By dactyloNo Comments

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