| The Blue Bulletin
May 2025 | In this issue: Last chance! Be sure to enter our latest contest before May 31 for an opportunity to win. Also, a new way to show clients the impact of estate taxes, a look at how to promote critical illness insurance, and great news regarding GIF applications. | Contest: Are you ready to catch the next wave? | Don’t miss out! Only a few days left to submit your entry to win a $500 Porter gift card! | Here’s how it works:
Entry: Generate a quote using The Wave 56.0 illustration software and send a copy to insurance.advisormarketing@bmo.com.
Submission Deadline: May 31, 2025
Prize: Five lucky winners will receive a $500 Porter Airlines gift card - perfect for your next getaway!
Rules
Download The Wave 56.0, create your entry, and ride the wave to win!
Contest participation is subject to dealer approval. |
| Life & Critical Illness - Leave a legacy, not a tax burden: The updated Estate Preserver Plan concept, available with the Wave 56.0, helps you clearly show clients the impact of estate taxes and present them with cost-effective solutions to help preserve wealth for future generations. | Read more
- Offer more than coverage—offer confidence: Find out how to highlight the benefits of BMO Living Benefit Plans, from flexible coverage options to value-added services, and help educate and empower your clients. | Learn more
| Underwriting - Why should Rovr AI matter to you? In this short video, Business Development leaders Mirella Fiore and Gregory Young share how Rovr AI acts like a digital assistant—delivering critical information whenever you need it. How can Rovr AI support your success? | Watch now to find out
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| | The new Wave 56.0 is required to quote current rates and products. Previous versions are no longer compliant. | Download now |
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| Guaranteed Investment Funds
| A New Record: We recently received our largest-ever purchase into BMO Guaranteed Investment Funds—$9.9 million! Speaking about the transaction, Evan Grunberger, Senior Business Development Manager, said, "The advisor identified an opportunity for estate efficiency and BMO GIF offered this to the client in a more cost-effective manner than competing solutions." |
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- A new way to submit GIF applications is on the horizon: Submitting your business is about to get a whole lot faster, thanks to our eApplication—coming very soon! Stay tuned for more.
- A tale of two Trumps: Companies and investors alike continue to grapple with a global trade war. | Read more
| 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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| In case you missed it - Whole life Performance Bonus Rate increase: In case you missed it, effective May 1, 2025, to April 30, 2026, the Performance Bonus Rate will be 5.75%*—an increase of 0.25%, delivering even greater value to policyholders. | Learn more
*For updates on the “Closed Block” (BMO Insurance Whole Life Wealth Accelerator policies submitted on or before October 30, 2020), please refer to the 2025 Performance Bonus Rate Closed Block fact sheet. |
Save the date for upcoming Webinars!
BMO Insurance is committed to supporting you through digital innovation.
Experience the future of advising with Rovr AI, SmartApp, and SmartDelivery! Instantly access real-time underwriting insights with Rovr AI, 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, June 12, 2025 | 1:00 PM ET (Language: French)
| Hosted by
Sabrina Morin,
Senior Business Development Specialist, Eastern Region |
Thursday, June 19, 2025 | 1:00 PM ET (Language: English)
| Hosted by
Vanessa Marr,
Business Development Specialist, Central Region |
Note: No CE credits for these webinars.
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