9 must-have advisor resources for a strong fall season

The Blue Bulletin
September 2025

In this issue: A one-on-one sit-down with Sadiq Adatia, Chief Investment Officer (CIO), BMO Global Asset Management (GAM), debunking annuity myths, new Simplified Chinese sales materials and much more.

Life & Critical Illness

Advisors, take note: In her latest article, Katarina Nikolic, Vice President & Chief Corporate Underwriter, explores how climate change is emerging as a critical factor in life insurance underwriting. | Read more
Whole life demystified: Learn how to confidently guide clients through participating vs. non-participating policies and manage expectations. | Read more
New! The newest whole life “Our Investment Story” brochure is now available in Simplified Chinese. | Read more

Guaranteed Investment Funds

Quick overview, big impact: Get a snapshot of the new GIF eApplication (eApp), its features, benefits and how to get started. | Learn more
New! Simplified Chinese versions of key marketing documents are now available to better support your clients:

Client Guide

Lead Client Brochure

Segregated Funds or Mutual Funds

Monthly Savings Brochure

Annuities

Complete applications in minutes: Use our Income Annuity Application Smart Form, designed to help avoid missing information and simplify the purchase process. | Access now
Myths vs. facts: Help clients understand the myths and facts surrounding this often-overlooked financial powerhouse in our Annuities 101 article. | Read now

LifeFWD Webinars

What keeps a CIO up at night? Raja Khouri, Vice President, Business Development, Segregated Funds & Annuities, sits down with Sadiq Adatia, CIO, BMO GAM to explore risk, resilience and Canada’s role in global investing. | Play video

Like what you’re reading?

If this edition was forwarded to you, don’t miss out on future updates. Subscribe now to receive the latest news, tools and resources directly in your inbox.

Subscribe now

Save the date for upcoming Webinars!

BMO Insurance is committed to supporting you through digital innovation. Experience the future of advising!

Instantly access real-time underwriting insights with Rovr AI, submit life insurance applications with ease through SmartApp and deliver policies faster than ever with SmartDelivery. Don’t miss this opportunity to see how these powerful digital solutions can help you work smarter and elevate your client experience.

Register today!

Thursday, October 23, 2025 | 1:00 PM ET (Language: English)

Hosted by

Randa Khumran
Business Development Specialist, Western Region

Register Now

Thursday, October 30, 2025 | 1:00 PM ET (Language: French)

Hosted by

Sabrina Morin
Senior Business Development Specialist, Eastern Region

Register Now

Note: No CE credits for these webinars.
If you are prompted for a password to enter the session, please use “BMO2025”.