BMO Insurance's Estate Preserver Plan
Submitted by Krishan on March 10, 2017 - 11:26am
Printer-friendly version
PDF version
| Did you know? Without an estate plan, your clients could be waiving their right to determine how their assets are distributed after death which may result in some financial stress for their loved ones.
As an insurance advisor, you can show them how a cost effective solution like life insurance can offset their future tax liabilities!
At BMO Insurance, we’re here to help you!
 Start the conversation and make a great first impression by emailing your clients The Estate Preserver Plan video directly from our Resource Centre Video Library at bmoinsurance.com/advisor.
You can then follow-up by sending this easy-to-read brochure on the value of the Estate Preserver.
And if they’re looking for a personalized proposal, prepare an Estate Preserver Plan quote from The Wave v33.0.
Want to find out more?
Have a look at the Estate Preservation presentation and advisor guide on The Wave to help you prepare for your client meeting or contact your BMO Insurance Business Development Manager today. Minimum Premium Level COI Ranking1 Male Non-Smoker | 40 | 45 | 50 | 55 | 60 | 65 | 70 | LifeProvider | $250,000 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | Life Dimensions | $500,000 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | Life Dimensions | $1,000,000 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | Life Dimensions | $5,000,000 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
Joint Last to Die -
Male Non-Smoker | 60 | 62 | 64 | 66 | 68 | 70 | 72 | Joint Last to Die -
Female Non-Smoker | 60 | 62 | 64 | 66 | 68 | 70 | 72 | LifeProvider | $250,000 | 2 | 1 | 1 | 3 | 1 | 1 | 1 | Life Dimensions | $500,000 | 2 | 1 | 1 | 2 | 1 | 1 | 1 | Life Dimensions | $1,000,000 | 2 | 1 | 1 | 2 | 1 | 1 | 1 | Life Dimensions | $5,000,000 | 2 | 1 | 1 | 2 | 1 | 1 | 1 |
|
|
|
|
|
|
|
|
|
To create a personalized Estate Preserver Plan proposal, visit the Financial Concepts section on The Wave illustration software. For details, contact one of our local Business Development Managers. Note: This information is for advisor educational purposes only and is not intended to provide tax advice or to encourage advisors to provide tax advice to their clients. 1Companies surveyed: BMO Insurance, Canada Life, Desjardins Financial, Equitable Life, ivari, Industrial Alliance, Manulife, SSQ Assurance and Sun Life. The comparison was performed based on information believed to be reliable and in effect as of January 24, 2017. BMO Life Assurance Company is not liable for any errors or omissions in the information derived from third party sources.
MB 453 (2017/02/23)
|
|
|
|
|
| |
| 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 |
|
|
|
|
|
|
|
|
|
