Insights

Trusts can differ from one another in significant ways. Here are some important tax considerations involved in transfers of trust-owned insurance.

Learn about the cost of getting sick and what you can do about it.

BMO Insurance has a strong track record of paying life insurance claims. Learn how the claims process works.

You’ve decided you need life insurance. Now it gets more technical: who should own the policy? Here are five factors to keep in mind.

Learn how income annuities can help you beat retirement risks.

The federal government’s 2024 budget includes measures that could impact your wealth – and your legacy. Learn more about the implications and actions you can take.

Learn how you can use a term certain annuity to help pay for a child’s education.

Why is my book value higher than my market value? Learn what the terms mean and why the amounts differ.

Learn what they are and how they can help protect your finances (and your health).

Creditor protection can be a critical aspect of financial planning and may shield your assets against potential claims and legal actions. Learn some of the key principles.