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 |
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