Check out our easy-to-use advisor tools to help create the right insurance strategies for your clients, prepare quotes, submit applications, and track your new and in-force business.
Critical Illness | Universal life | Term life | Non-participating whole life
Say goodbye to paper applications - go digital! Use SmartApp to prepare quotes and submit your clients’ life and critical illness insurance applications. It’s fast, easy and secure.
Critical illness | Universal life | Term life | Non-participating whole life | Income annuities
Prepare professional quotes quickly and easily using The Wave illustration software.
Access performance reports for hundreds of investment options available on your clients’ universal life insurance policies.
Securely access your service fees, assets under administration, and client records. Log in or register for WealthLink today.
Universal life | Non-participating whole life | Term life | Critical illness
Track your new and in force business for all of your life and critical illness plans.
Universal life | Term life | Non-participating whole life
Calculate how much life insurance your clients need to help financially protect their loved ones.
Calculate how much critical illness insurance your clients need to help protect their income and cover unexpected expenses in case of a critical illness.
Use this simple questionnaire to help your clients determine their investor profile and then match them with the right universal life investment options.
Find everything you’ll need to get your clients started with BMO Guaranteed Investment Funds (BMO GIFs).
Find answers to common questions regarding business processes.