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Stay ahead with the latest insights and industry trends from our experts.

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

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

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Showing 1-10 of 35 Results

  • AdvisorArticle

    End-to-end digital application processing

    Here’s how we digitally support you from end-to-end (application to delivery).

  • ClientArticle

    Early discovery benefits

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

  • ClientArticle

    Shielding your wealth: Creditor protection for business owners and professionals

    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.

  • ClientArticle

    Wealth transfer challenges

    Segregated fund solutions can help speed the wealth transfer process, making it more cost-effective, efficient, and private.

  • ClientArticle

    What is a segregated fund?

    Segregated funds: Offered only by insurance companies, they give access to the growth potential of the markets, and their guarantees may mitigate volatility.

  • ClientArticle

    Annuities 101

    Retirement planning can be daunting, even for experts. But what if there was a steady and proven financial solution that could provide a reliable source of income in retirement, regardless of market conditions?

  • ClientArticle

    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.

  • ClientArticle

    Does your client have enough insurance through their employer?

    Your client has insurance with their employer, but do they have enough coverage under their group life insurance policy?

  • ClientArticle

    E-cigarettes: Is vaping bad for your client and their insurance premiums?

    If you've kicked your smoking habit in favour of vaping, you may be thinking you've made a solid choice in support of your health, but have you? Are e-cigarettes actually “safer” than traditional cigarettes?

  • ClientArticle

    Is your client expecting a baby? Help your client prepare for the cost of raising kids

    You may be thinking, “It costs HOW much to raise a child?!” You're not the only one. But don't panic. Instead, prepare financially to bring up baby with these six tips.

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