After completing a needs analysis for your clients, you may be faced with presenting suitable options based on the type of coverage they need or their budget.
With the Premium Matchmaker, you can do away with reams of paper and show your clients up to three options – all on one page! Here’s all it takes:
Step 1 Enter the amount of insurance they need OR their budget
Step 2 Enter their age, sex and smoking status
Step 3 Click on calculate
It’s that simple! Select the three plans you want to present and print.
For example, here’s a snapshot of showing two Preferred Term plans and how it compares to a 20 Pay Whole Life:
For more information about how to make presenting options simple using the Premium Matchmaker, call your local BMO Insurance regional sales office.
MB 281 (2013/06/27)
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 www.bmoinsurance.com/advisor.
® Registered trade-mark of Bank of Montreal, used under licence.
We respect your privacy. MEMBERS OF BMO Financial Group will never send unsolicited emails requesting confidential information, nor will we ask you to login to your online account from a direct link in an email. Every email you receive from A MEMBER OF BMO Financial Group will provide you with an opportunity to unsubscribe, and we will never rent, sell or share your email address.
