Reason #6:
A short list of diversified portfolios with built-in rebalancing
Universal Life

Take the worry out of managing your clients' money with LifeProvider.

Linked to the performance of portfolios managed by Canada's leading money managers, Managed Portfolio Indexed Accounts on LifeProvider have a built-in rebalancing feature to ensure that investments remain aligned to your clients' investment styles.

 Investor Profile  Investment Portfolios
  • Daily Interest Account
  • 5 or 10 year Guaranteed Interest Account
  • BMO Guardian SelectClass Security Portfolio
  • BMO Insurance Conservative Market Portfolio
  • AGF Elements Balanced Portfolio¬† MF Series
  • BMO Guardian SelectClass Balanced Portfolio
  • BMO Insurance Balanced Portfolio
  • Counsel Balanced Portfolio Series A
  • Invesco Core Canadian Balanced Class
  • Marquis Institutional Balanced Portfolio A (Dynamic)
  • Portfolio Series Conservative Balanced (CI)
  • Quotential Balanced Growth Portfolio A (Franklin Templeton)
  • AGF Elements Growth Portfolio MF Series
  • BMO Guardian SelectClass Growth Portfolio
  • BMO Insurance Growth Market Portfolio
  • Counsel Growth Portfolio Series A
  • Marquis Institutional Balanced Growth Portfolio Sr A (Dynamic)
  • Portfolio Series Balanced Growth Fund (CI)
  • Quotential Growth Portfolio Series A (Franklin Templeton)
  • AGF Elements Global Portfolio MF Series
  • BMO Guardian SelectClass Aggressive Growth Portfolio
  • BMO Insurance Aggressive Market Portfolio
  • Counsel All Equity Portfolio Series A
  • Invesco Core Global Equity Class
  • Marquis Institutional Growth Portfolio A (Dynamic)
  • Portfolio Series Maximum Growth Fund (CI)
  • Quotential Global Growth Portfolio A (Franklin Templeton)

Plus, with LifeProvider, you have access to:

  • Top-ranked Level COI rates for coverage as little as $25,000
  • Leading Term and CI riders for a bundled insurance solution
  • Streamlined new business and underwriting gets your business on the books faster
  • Value-added HelpingHands Assistance Services- at no extra charge
  • A short list of diversified portfolios with built-in rebalancing

LifeProvider... Great Value. Great Benefits. Try Us!

MB 195 (2011/02/23)

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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