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| Announcing the new BMO Guaranteed Investment Funds (GIF) eApp | Announcing the new BMO Guaranteed Investment Funds (GIF) eApp |
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| We’re thrilled to announce the official launch of the brand-new BMO GIF Electronic Application, available through WealthLink! Our very own Evan Grunberger, Senior Business Development Manager, Segregated Funds and Annuities welcomes you to the tool in this brief video:
Here’s why our new GIF eApp matters for you:
| Complete applications with confidence. |
| Our intuitive interface guides you step-by-step through account information capture, flagging any missing or inconsistent details in real time. That means fewer re-submissions, fewer processing delays and fewer follow-ups. |
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| Speed clients into success. |
| By speeding up data entry and eliminating paper bottlenecks, you’ll shorten turnaround times and deliver a smoother client experience and potentially experience faster issuing. |
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| Mobility matters. |
| Built to work on any electronic device, whether you're in the office or face-to-face with clients, you've got the power to complete applications wherever your business takes you. |
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| Secure & compliant. |
| Leveraging the trusted BMO digital ecosystem, the tool helps ensure applications are fully completed, accurate and audit-ready. |
Plus, we’ve put together a BMO GIF eApp User Guide that provides clear, step-by-step instructions to help you navigate the BMO GIF eApp with ease and confidence.
Ready to elevate your business?
Explore the new BMO GIF tool to transform your GIF applications into a swift, seamless experience that helps you focus on what matters most: your clients.
If you don't have access to WealthLink but would like to gain access to the BMO GIF eApp, please contact the BMO Insurance Digital Support Team (DST) at Insurance.DST@bmo.com or 1-855-208-3675 from Monday to Friday, 9:00 a.m. - 6:00 p.m. ET.
We look forward to taking this leap together.
MB 863 (2025/08/18) |
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| 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. | |
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| | | Corporate Address: BMO Life Assurance Company, 9-250 Yonge Street, Toronto, (Ontario) M5B 2L7, Canada | The information in this publication is not for re-distribution and is intended as a summary of our products and/or services. It may include projected values based on a set of assumptions. Actual results may not be guaranteed and may vary. Please consult the appropriate policy contract for details on the terms, conditions, benefits, guarantees, exclusions, and limitations. The actual policy issued governs. Each policyholder’s financial circumstances are unique, and they must obtain and rely upon independent tax, accounting, legal and other advice concerning the structure of their insurance, as they deem appropriate for their particular circumstances. BMO Life Assurance Company does not provide any such advice to the policyholder or to the insurance advisor. | | Insurer: BMO Life Assurance Company
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