| The Blue Bulletin
June 2025 | In this issue: We introduce a must-watch new webinar series, uncover an underwriting blind spot, provide spring updates to our guaranteed investment funds, look at Rovr AI by the numbers, share upcoming events, and much more. | Introducing LifeFWD Webinar Series | A new insights series built for insurance advisors. | Last Chance to register—Rethinking longevity: On Thursday, June 26, join Katarina Nikolic, Vice President & Chief Corporate Underwriter and Dr. Mamaladze, Medical Director, Underwriting and New Business as we rethink our approach to longevity. Cut through the noise and unlock the latest research on living a longer, healthier life. | Register now | In case you missed it: BMO Deputy Chief Economist Michael Gregory, Regional Vice-President Gregory Young, and Senior Business Development Manager Meghan Paulin, recently explored how economic trends are shaping the future and highlighted how our insurance solutions can help manage volatility. | Watch video | 
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| Life & Critical Illness
- Vaping: An underwriting blind spot? Think your clients are in the clear because they’ve “quit smoking?” Think again. Vaping may seem like a safer alternative, but it’s raising red flags in underwriting. Discover what every advisor needs to know about nicotine, cannabis, and the risks that could impact your clients’ insurability. | Read now
| Guaranteed Investment Funds
- Updated materials: As part of our annual review process, we have updated our guaranteed investment funds materials:
| | Updated MERs
Material now includes audited MERs, as of December 31, 2024.* |
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| | Updated forms and materials
To ensure you are utilizing the most up-to-date forms and materials, be sure to access them directly from the Forms and Materials page. Please contact your regional sales team or MGA if you need printed copies. |
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| * MER estimates as of October 21, 2024 still apply to Global Equity, S&P 500, and NASDAQ funds. | - Tariffs. Turbulence. Uncertainty. Help your clients weather it all. BMO Guaranteed Investment Funds can help lock in gains, reduce risk, and turn market volatility into opportunity. Learn why now is the time to talk about BMO GIFs. | Read article
- Neutral for now – but keep the engine running: There are times when the market environment warrants making big bets. This is not one of them. | Read more
| Underwriting & Operations
- Living up to our service promises: The client experience is a key priority for you and at BMO Insurance, we’ve made it our promise to ensure a positive customer experience. We strive to deliver on our word and meet and exceed service level expectations. | Watch video
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| - Rovr AI—Smart answers, fast decisions: Over 400 advisors are already using Rovr AI to get fast, accurate answers to their underwriting queries. With new capabilities like BMI, blood pressure, and foreign travel queries, Rovr AI is smarter than ever. Whether you’re a regular user or just getting started, now’s the perfect time to see what Rovr AI can do for you. | Learn more
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| | The new Wave 56.0 is required to quote current rates and products. Previous versions are no longer compliant. | Download now |
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| Our Catch the Wave contest winners have been notified. Congrats to all! | Missed out this time? More exciting contests are coming soon, so stay tuned.
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| In case you missed it
- Powering pension security: BMO Insurance helps Yellow Pages Ltd. de-risk $210M in defined benefit pension obligations, securing the future of 860+ retirees. | Learn more
| 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. | | 
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Save the date for upcoming Webinars!
BMO Insurance is committed to supporting you through digital innovation.
Experience the future of advising with Rovr AI, SmartApp, and SmartDelivery! 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, July 24, 2025 | 1:00 p.m. ET (Language: English)
Thursday, July 31, 2025 | 1:00 p.m. ET (Language: French)
| Hosted by
Viviane Proulx
Senior Business Development Specialist, Eastern Region |
Note: No CE credits for these webinars.
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