Advisor tools
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.
SmartApp
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
BMO InvestmentPro
Universal life
View performance reports for hundreds of investment options available on your clients’ universal life insurance policies.
BMO InvestmentProWealthLink
GIF
Securely access your service fees, assets under administration, and client records. Log in or register for WealthLink today.
Log in or registerAdvisor support
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.
Log in to Advisor SupportLife 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.
Life insurance calculatorCritical Illness Insurance Calculator
Critical illness
Calculate how much critical illness insurance your clients need to help protect their income and cover unexpected expenses in case of a critical illness.
Critical illness insurance calculatorInvestor Profile Questionnaire
Universal life
Use this simple questionnaire to help your clients determine their investor profile and then match them with the right universal life investment options.
Investor Profile Questionnaire (358E)Life Insurance Needs Analyzer
Universal life | Term life | Non-participating whole life
Work with your clients to determine their life insurance needs in just three easy steps.
Insurance needs analyzer (359E)the Life Insurance Needs AnalyzerInsurance planning strategies
Discover innovative insurance planning strategies designed to help meet your clients’ needs.
Insurance Concepts
