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Insights
Estate planning with life insurance: how the right policy can help
Estate planning is an emotional task with major financial consequences – it can feel overwhelming at times. On the bright side, you have many helpful tools at your disposal.
Estate planning with low fees
Learn how Nigel, a 55-year-old business owner, used BMO Insurance’s Life Dimensions Low Fees plan with YRT 85/20 COI to help maximize his net estate value for his children and grandchildren while securing a flexible and affordable permanent life insurance solution.
Cost-effective Insurance for older clients
Learn why Charles (78) and Megan (72) chose BMO Insurance’s Universal Life Wealth Dimensions with a Joint-Last-to-Die ART. Their goals were a $1 million death benefit and to maximize their capital dividend account credit.
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