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.
The Wave illustration system
Critical illness | Universal life | Term life | Non-participating whole life | Income annuities
Prepare professional quotes quickly and easily using The Wave illustration software.
More tools, calculators and resources
Access performance reports for hundreds of investment options available on your clients’ universal life insurance policies.Access BMO Investment Pro
Securely access your service fees, assets under administration, and client records. Log in or register for WealthLink today.Log in or register
Your Guide to BMO Insurance Whole Life
Non-participating whole life
Learn more!access your guide to bmo insurance whole life
Life insurance Calculator
Universal life | Term life | Non-participating whole life
Calculate how much life insurance your clients need to help financially protect their loved ones.Calculate life insurance needs
Critical Illness Insurance Calculator
Calculate how much critical illness insurance your clients need to help protect their income and cover unexpected expenses in case of a critical illness.Calculate critical illness insurance needs
Investor Profile Questionnaire
Use this simple questionnaire to help your clients determine their investor profile and then match them with the right universal life investment options.Complete an investor profile questionnaire (358E PDF)
BMO GIF Investor Kit
Find everything you’ll need to get your clients started with BMO Guaranteed Investment Funds (BMO GIFs).access bmo gif investor kit
FAQ – Life Insurance
Universal life | Non-participating whole life | Term life | Critical illness
Find answers to common questions regarding business processes.access faq – life insurance