Introducing the Estate and Trust Services Program

As part of our continuing strategy to leverage the many services offered by BMO Financial Group,
BMO® Insurance is pleased to announce a unique referral program for Estate and Trust Services in partnership with BMO Trust Company.

Introducing the Estate and Trust Services Program

This unique program has been set up to provide you with the opportunity to receive attractive fees for referring clients to a choice of three estate and trust services offered by BMO Trust Company. The Amendment to the Schedule of Commissions may be seen at The BMO Trust Company Referral Form illustrates the referral fees. See page 2 of the form. Not only will you receive a referral fee, you will be seen as adding after sales value to clients' estate management activities. The mandate of the BMO Trust Company Estate and Trust advisors is to work with your clients to set up the estate management services and trusts only.

The three services are: Agent for Executor, Corporate Executor and Insurance Trusts.

We have created a presentation which outlines client service benefits, opportunity spotting and advisor benefits. Step by step procedures for handling referrals are spelled out clearly on the back of the BMO Trust Company Referral Form which is available on our website at In addition, our Claims department will include a copy of In a Time of Loss brochure mailed with all life insurance claims cheques. The brochure is not only a helpful resource for anyone named as executor it also speaks to BMO Trust Company's Agent for Executor services.

If you would like to arrange to have a member of our Sales team present this to you in more detail, please contact the Regional Sales Office in your area.

We are truly excited about this initiative as we believe it is a first in our industry and continues to enforce BMO Insurance's commitment to building business with independent insurance advisors.

MB192 (2011/02/03)

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

Ontario Region
Quebec - Atlantic Region
Western Region

Information contained in this document is for illustrative purposes and is subject to change without notice.

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