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5 reasons to choose BMO Insurance for your next UL case



Reason #1: Highly Competitive Rates

Check out our NEW and IMPROVED YRT and YRT 85/20 rates!

Reason #2: Guaranteed Market Indexed Account (GMIA)2 GMIAs are 10 year term investment accounts designed for individuals looking for principal protection along with the upside potential of returns linked to equity market performance. Returns are guaranteed never to be negative!

Reason #3: A Preferred List of Indexed Accounts on Life Dimensions:

  • Over 200 Indexed Accounts

  • Returns linked to 12 Preferred Fund Managers

  • 32 Indexed Accounts without a UL Fee on Life Dimensions (Low Fees)

  • An expanded list of BMO ETF Indexed Accounts

Reason #4: Outstanding Support Team

  • Underwriting Expertise - we have a reputation for being experts in large case financial underwriting. Our Elite Underwriting Team and strong reinsurance relationships can help you on your more complex large cases. Plus, we have two onsite dedicated Medical Doctors with extensive experience who are available for those special cases where there is a need to bridge the gap with your client’s General Practitioner.

  • Our Business Development and Advanced Markets Team can help you package your large case. Contact the BMO Insurance regional sales office in your area and let us know how we can help you!

Reason #5:BMO Insurance Health AdvocateTM Plan available at NO Extra Charge on all our UL plans!

  • Medical Information and Advisory Services ††

  • Offer your clients unlimited access to medical information and services from Best Doctors®† — a leader when it comes to delivering world class medical advice and support.

  • Personal Assistance Services ††

  • Offer your clients personal assistance services provided by Morneau Shepell, one of Canada’s leading providers of these programs.


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