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Make confident investment decisions with Life Dimensions from BMO® Insurance!
Universal Life

The best-in-class UL investment portfolio

With Life Dimensions, you can offer your clients over 400 different investment options such as:

  • Managed Indexed Accounts (including several Managed Portfolios)
  • Custom Portfolio Indexed Accounts
  • Market Indexed Accounts
  • Guaranteed Investment Accounts

The most choice of any universal life plan in Canada!

Value for your fee sensitive clients

We understand that many of your clients are sensitive about the fees they pay on their UL investment portfolio. With Life Dimensions (Low Fees), you can offer them a broad range of indexed accounts including 45 managed indexed accounts with a 0% UL management fee and performance mirroring 15 Five Star Funds, as ranked by Morningstar1.

Five Star Funds (as ranked by Morningstar1) UL Fees
Dynamic Value Fund of Canada
Fidelity Canadian Large Cap Series A
Mackenzie Ivy Foreign Equity Fund Series A
0.00%
0.00%
0.00%
AGF Global Resources Class
Dynamic Far East Value Fund
0.75%
0.75%
Dynamic American Value
Templeton Global Bond Fund Series A
BMO Guardian Asian Growth and Income Fund
1.00%
1.00%
1.00%
AGF Emerging Markets Fund
Harbour Fund
Mackenzie Universal International Stock Fund Series A
1.25%
1.25%
1.25%
CI International Value Fund Class A
Dynamic Canadian Value Class
Mackenzie Ivy European Class Series A
Renaissance International Equity Fund
1.50%
1.50%
1.50%
1.50%

With a proven track record of performance mirroring the investment philosophies of Canada's leading investment managers, it’s easy to see why tax-deferred universal life makes sense at BMO Insurance.

1 Morningstar(R) is a registered trademark of Morningstar, Inc. Ratings are based on Morningstar’s Risk-Adjusted Rating, also known as the Star Rating. Surveyed taken as of September 30, 2010. For more information, please visit www.morningstar.ca. Morningstar, Inc. and BMO Insurance are not affiliated in any way.

Investment returns are not guaranteed and past performance is not a guarantee of future performance.

Universal Life managed indexed accounts are investment accounts that credit an interest amount mirroring the net rate of return of underlying investments, less a fee. BMO Life Assurance Company policyholders do not purchase units in any index or a legal interest in any security.

Information contained in this document is for illustrative purposes and is subject to change without notice. Refer to an up-to-date policy illustration for this plan for a current statement of benefits.

MB180 (2010/10/20)

To find out more about BMO Insurance products, please call your MGA or contact the BMO Insurance regional sales office in your area or visit www.bmoinsurance.com/advisor.

Ontario Region
1-800-608-7303
Quebec - Atlantic Region
1-866-217-0514
Western Region
1-877-877-1272

Information contained in this document is for illustrative purposes and is subject to change without notice.

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BMO Life Assurance Company | 60 Yonge Street | Toronto | ON | M5E 1H5 | Canada