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Building a Better Income Annuity
Single Premium Immediate Annuity

Income annuities have always been popular for providing dependable income payments that are both secure and guaranteed for life. But what if your clients' retirement years don't go exactly as planned, or opportunities arise that they just have to take advantage of?

Introducing the CashReady Option from BMO® Insurance:

  • Automatically included with all non-registered, non-prescribed annuities at no extra cost!
  • Allows a chosen percentage (up to 100%) of remaining guaranteed payments to be commuted1 and paid in a lump sum
  • Provides access to capital for emergency or special needs!
  • Remaining guaranteed payments are reduced proportionately, but are restored to their full original amount after the guaranteed payment period

Take a closer look at the CashReady Option in action. See how it helped John in times of need and Susan when presented with a lifetime opportunity!

Learn More

1 Commutation is an exchange of one kind of payment for another. The percentage chosen of remaining, regular guaranteed payments are "commuted" to a present value lump sum. The lump sum payment is subject to a $5,000 minimum. A portion of the lump sum payment may be deemed to be taxable income.

MB190 (2011/01/19)

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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