Product details
Comprehensive coverage options to fit evolving needs. Wealth Dimensions is:
Versatile
Coverage for ages 0-80 from $50,000 to $20,000,000
Flexible
YRT 100, YRT 85/20 and level cost of insurance options
Diverse
A wide selection of optional riders and benefits.
Innovative
Convenience with our one-to-one and reliable BMO Insurance Health Advocatetrademark Plan, an industry leading health assistance service
Tools
Wave Illustration System
Generate professional quotes with ease, to assist in reliable insurance planning.
SmartApp
Say goodbye to paper with our easy-to-use digital platform that streamlines life and critical illness insurance applications. Enjoy a fast, secure way to manage client applications.
Insurance Concepts
Estate Preserver Plan
For individuals and couples who want to help offset taxes due on their estate.
Personal Asset Transfer Plan
For individuals or couples with significant assets who want to maximize the amount they transfer to their heirs.
BMO Insurance Insured Retirement Plan
For individuals and couples who want some life insurance coverage combined with supplemental retirement income.
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.
“Single deposit” Universal Life solution for older clients
Many Canadians over the age of 55 use life insurance as a means of leaving a tax-free sum to a spouse, children, grandchildren, or estate. Learn how a “single deposit” plan can help maximize net estate value.
Increasing retirement income and maximizing your net estate values
You’ve worked hard all your life to accumulate savings to fund your retirement. Now you want to maximize your net retirement income and leave your capital intact for the next generation. Learn how a corporate insured annuity can help you achieve your goals.
Increasing your retirement income and preserving your capital
You’ve worked hard all your life to accumulate savings to fund your retirement. You now want to maximize your net retirement and leave your capital intact for the next generation.
Contact us
Have questions? Call or email us today for more information about how we can help you.