Whole Life

Universal Life

Client Profile

• Needs permanent life insurance
   
• Looking for a guaranteed premium pay period
   
• Looking to maximize returns but more conservative when it comes to investment choices
   
• Looking to leave money management to the experts

• Needs permanent life insurance
   
• Looking for flexibility in premium payments with a guaranteed cost structure
   
• Looking to maximize returns based on their risk tolerance
   
• Looking for a choice of investment options

BMO Insurance Solution

BMO Insurance Whole Life Plan – a simple but flexible non-participating whole life insurance plan

Life Dimensions (Low Fees) – our universal life plan with the best-in-class universal life investment option platform