Advisor tools
Check out our easy-to-use advisor tools to help create the right insurance strategies for your clients, prepare quotes, submit applications, and track your new and in-force business.
SmartApp
Critical Illness | Universal life | Term life | Non-participating whole life
Say goodbye to paper applications - go digital! Use SmartApp to prepare quotes and submit your clients’ life and critical illness insurance applications. It’s fast, easy and secure.
The Wave illustration system
Critical illness | Universal life | Term life | Non-participating whole life | Income annuities
Prepare professional quotes quickly and easily using The Wave illustration software.
More tools, calculators and resources
BMO InvestmentPro
Universal life
Access performance reports for hundreds of investment options available on your clients’ universal life insurance policies.
Access BMO Investment ProWealthLink
GIF
Securely access your service fees, assets under administration, and client records. Log in or register for WealthLink today.
Log in or registerIncome Annuity Application Smart Form
Income Annuities
A simple tool with step-by-step instructions to complete an income annuity application with BMO Insurance.
Access the smart formLife insurance Calculator
Universal life | Term life | Non-participating whole life
Calculate how much life insurance your clients need to help financially protect their loved ones.
Calculate life insurance needsCritical Illness Insurance Calculator
Critical illness
Calculate how much critical illness insurance your clients need to help protect their income and cover unexpected expenses in case of a critical illness.
Calculate critical illness insurance needsInvestor Profile Questionnaire
Universal life
Use this simple questionnaire to help your clients determine their investor profile and then match them with the right universal life investment options.
Complete an investor profile questionnaire (358E PDF)BMO GIF Investor Kit
Find everything you’ll need to get your clients started with BMO Guaranteed Investment Funds (BMO GIFs).
access bmo gif investor kitFAQ – Life Insurance
Universal life | Non-participating whole life | Term life | Critical illness
Find answers to common questions regarding business processes.
access faq – life insurance
