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| Earn CE Credits with Whole Life |
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| According to a 2025 Ipsos survey, 80% of Canadians want to ensure their family receives money quickly after they’re gone — yet only 15% have an estate plan.1
As advisors, this gap presents both a challenge and an opportunity.
Join us for our Whole Life webinar series as we explore how BMO Insurance Whole Life can play a critical role in helping clients protect, grow and efficiently transfer wealth across generations.
Whether your clients are affluent individuals, business owners or families thinking about their legacy, this presentation will help you confidently position Whole Life insurance as a powerful component in their estate plan.
During these sessions, you’ll gain insights into: - How Whole Life supports estate planning and wealth transfer goals.
- Key product features and how they work together.
- Practical ways to position Whole Life in client conversations.
- A focused sales idea to help turn legacy planning into action.
To RSVP, please select the session that works best for you and "Register" in the event page. Please note: These events are scheduled in Eastern Time (ET). Attendees will be required to watch the entire webinar to earn 1.0 CE credit.
You’ll gain actionable takeaways you can apply right away when discussing BMO Insurance Whole Life solutions with clients.
1Source: Only 15% of Canadians have Estate Plans, despite 80% Wanting to Ensure Their Family Receives Money Quickly After They’re Gone | Ipsos
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| 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. | |
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| | | Corporate Address: BMO Life Assurance Company, 9-250 Yonge Street, Toronto, (Ontario) M5B 2L7, Canada | The information in this publication is not for re-distribution and is intended as a summary of our products and/or services. It may include projected values based on a set of assumptions. Actual results may not be guaranteed and may vary. Please consult the appropriate policy contract for details on the terms, conditions, benefits, guarantees, exclusions, and limitations. The actual policy issued governs. Each policyholder’s financial circumstances are unique, and they must obtain and rely upon independent tax, accounting, legal and other advice concerning the structure of their insurance, as they deem appropriate for their particular circumstances. BMO Life Assurance Company does not provide any such advice to the policyholder or to the insurance advisor. |
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Insurer: BMO Life Assurance Company
BMO will never send you an email asking you to provide personal or confidential information (such as your debit or credit card number, passwords; or identification like Social Insurance Number, or Driver’s Licence). If you receive a suspicious email purporting to be from a member of BMO Financial Group, do not reply or click on any links. Instead, report the suspicious email to online.fraud@bmo.com immediately. Visit bmoinsurance.com/security for ways to help protect yourself online. |
| Privacy | Legal | Security | Accessibility |
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