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All Posts Tagged Tag: ‘BMO Insurance’

BridgeForce News | October 17, 2016

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HEADLINES The increasing complexities of senior clients with POAs As the average age of the population increases, it’s becoming more commonplace for advisors to take instructions from people other than the client pursuant to a signed power of attorney (POA) document. Navigating some of the complexities associated with a POA has become a huge problem for advisors and dealers as …

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BMO Insurance | New Insurance Life and CI Application Form

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At BMO Insurance, we are committed to improving our New Business process. Our insurance application and client service forms have been re-designed to streamline the form completion process. Revisions have been made to the BMO Insurance Application for Life Insurance and Critical Illness Insurance 126E and Policy Service Request Form 162E.  The attached email captures key improvements, transition rules and the …

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BMO Insurance | New FATCA Rules

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Effective July 1st, 2014, policy owners of Universal Life, Traditional Whole Life, Non-Registered Single Premium Immediate Annuity and Non-Registered Guaranteed Investment Funds are required to self-certify whether or not they are a U.S. Person. BMO Insurance has created 2 new forms for clients to complete. Advisors will receive an email on June 16th, 2014 that will include information on the …

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BMO Insurance | Wave 28

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Further to the communications you received last week regarding our new Wave 28 software version, we would like to highlight the following items regarding the transition rules: To benefit from Wave 27 rates for our 20 Pay Life product, please make sure that the application is received at our Head office (60 Yonge) on or before Friday May 23rd. Only …

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BMO Insurance | The BlueWAVE

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In this issue: Square peg in a round hole: Term 100 Plus (Non-PAR) vs. PAR On-line Life and Critical Illness Insurance Calculators Report: Are Your Business and Personal Finances on Solid Ground? Full issue

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BMO Insurance | v 28.0 (May 6, 2014)

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Version: 28.0 Release Date: May 6, 2014 Download Link: Illustration Software v 28.0

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BMO Insurance | What’s New on The Wave (Version 28)?

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New and Improved Preferred Term 10 and 20: We have made our Preferred Term 10 and Preferred Term 20 plans even more competitive for both Single and Joint First to Die Plans. New rates come into effect as at May 26, 2014. No changed to compensation rates. Be sure to read the transition rules for full details. Continued…

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BMO Insurance | Lower cost Series F now available

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In 2013, with advisors embracing transparent fee based models, BMO Investments Inc. introduced competitive Series F pricing through management fee waivers. Your clients immediately benefitted from lower fees throughout the full suite of BMO Series F mutual funds. I am pleased to announce that on April 3rd, BMO Investments Inc. permanently reduced the management fees across its Series F mutual …

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BMO Insurance | The BlueWAVE

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In this issue: Asset Transfer Plans – Maximizing Cash Values American Equity GMIA – Participate in the upside without downside risk Download BMO Wave 27 Illustration Software Full issue

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BMO Insurance | Give your clients up to 120 resets in a BMO GIF

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Choose a 20 year term to maturity in a BMO Guaranteed Investment Funds contract and we will reset your client’s maturity guarantee amount up to 120 times over the next 10 years. Yes, automatically, every month†. Compare this reset feature to other companies’ segregated fund contracts where you can reset your client’s maturity guarantee amount as few as 10 or …

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