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The Blue Bulletin
April 2026 |
| Catch the Wave 58.1
A new Wave 58.1 is here—bringing performance enhancements, updated illustration capabilities, and the confidence to illustrate current values with ease. To celebrate, we’re bringing back the Catch the Wave contest with even bigger rewards. Whether you’re a returning champion or diving in for the first time, this is your chance to put the latest Wave to work and win.
How to enter the contest:- Download Wave 58.1.
- Generate a quote using Wave 58.1.
- Email a copy of your illustration to insurance.advisormarketing@bmo.com.
Contest details:- Submission deadline: May 31, 2026
- Prize: 3 (three) lucky winners will each receive 1 (one) Apple iPad
- Eligibility: Contest participation is subject to dealer approval and these rules.
Upgrade, illustrate, and catch the wave for your chance to win.
Important: Wave 58.1 replaces all previous versions and is required for quoting, illustrating, and submitting new business. Legacy versions should be discontinued immediately to avoid errors or non-compliant submissions.
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| Life & Critical Illness
- Tele-interview, made simple: Share this quick guide to help clients understand what the BMO Insurance medical tele interview involves and how to prepare. Help their application process stay smooth and simple. | Read now
- A smart option to know early: This article helps you explain when term life insurance conversions may make sense—so you can guide clients before deadlines or health changes limit their options. | Read now
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| Guaranteed Investment Funds
- A faster way to invest: Clients can now fund existing segregated fund (GIF) policies through online banking bill payments—no cheques, more convenient, faster investing. | Read now
- Good news! BMO Insurance placed in the top tier of segregated fund providers in 2025, with 72.4% of assets ranked in Morningstar’s first and second quartile.1 Want a fast way to get started with your BMO GIF applications? Use our fast, online eApp. | Start now
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| Hear from President & CEO Rohit Thomas on how BMO Insurance is designing insurance for real life
In this video, Rohit shares what designing insurance for real life truly means and why this evolution matters now more than ever. Hear how a renewed sense of purpose, clearer experiences, and digital innovation are shaping the future at BMO Insurance, with advisor support at the centre of that journey. | Watch video | 
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| LifeFWD Webinars
- What’s next? Insurance is evolving and so is the advisor’s role. Episode 8 of our LifeFWD webinar, Designing insurance for real life, on Thursday, May 7 at 1:30 pm ET, offers advisors a clear, practical view of what’s changing across the industry and what it means for their day to day practice. From AI and digital transformation to shifting client expectations and the need for more human centred advice, explore how to stay ahead while continuing to build trust and deliver value. Hosted by Gregory Young, Vice President (VP), Business Development, with special guest Rohit Thomas, President and CEO, join us for a forward-looking conversation on how to navigate change, embrace innovation, and design for real life. | Register now
- Missed our last session? Watch the full recording of Heart health: Insights for real life decisions that featured Katarina Nikolic, VP & Chief Underwriter with Dr. David Alter, Cardiologist at Milton Cardiac Care. The session explored how modern cardiovascular prevention, medical innovation and underwriting perspectives intersect, helping advisors translate clinical insight into practical, informed client conversations. | Watch video
| In case you missed it
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| | | | Like what you’re reading? | | If this edition was forwarded to you, don’t miss out on future updates. Subscribe now to receive the latest news, tools and resources directly in your inbox. | | |
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Save the date for upcoming webinars
BMO Insurance is committed to supporting you through our exciting product suite and digital innovation. Experience the future of advising!
Rovr AI is our Generative Artificial Intelligence tool, built to help you increase your productivity by answering your product, operational and underwriting questions with simple, straightforward responses. Plus, submit life insurance applications with ease through SmartApp and deliver policies faster than ever with SmartDelivery. Don’t miss this opportunity to see how these powerful digital solutions can help you work smarter and elevate your client experience.
Register today!
Thursday, May 21, 2026 | 1:00 PM ET (Language: English)
| Hosted by
Lane Frey
Senior Business Development Specialist, Western Region
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Thursday, May 28, 2026 | 1:00 PM ET (Language: French)
| Hosted by
Viviane Proulx
Senior Business Development Specialist, Eastern Region
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No CE credits will be provided for these webinars.
If you are prompted for a password to enter the session, please use “BMO2026”.
| | 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. | Central Region
(Ontario)
1-800-608-7303
Email us |
| Eastern Region
(Quebec - Atlantic)
1-866-217-0514
Email us |
| Western Region
(BC, AB, SK, MB)
1-877-877-1272
Email us |
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