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| Your loyalty, your rewards, with the Advisor Loyalty Program | Your loyalty, your rewards, with the Advisor Loyalty Program |
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| BMO Insurance is excited to announce the 2026 Advisor Loyalty Program for advisors in the Managing General Agents (MGA) channel.
This program continues to recognize and reward your life insurance, critical illness and guaranteed investment fund (GIF) business with us, and to thank you for your continued partnership.
How does the program work?
Earn a bonus for life insurance and critical illness sales - Earn up to 35% of your net first-year commission (NFYC) when you qualify based on:
- A minimum of five (5) settled policies, and
- At least $7,500 NFYC.*
- Your bonus factor increases with your number of consecutive qualifying years.
Earn a bonus for GIF sales - Earn up to 6 bps on your average assets under management, based on:
- A minimum of $1 million in net new deposits.
- A bonus factor tied to your annual net new deposits.
- Average annual AUM calculated quarterly (March 31, June 30, September 30, December 31).
Life and GIF bonuses are calculated independently, which means that you can qualify for both bonuses!
What’s the qualification period?
The 2026 qualification period began January 1 and runs until December 31, 2026.
Full program details and illustrative examples can be found in the 2026 Advisor Loyalty Program 1021E PDF. To find out more about the program, contact the BMO Insurance regional sales office in your area.
*Up to a maximum of $100,000 per year.
MB 898 (2026/02/10) |
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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. | | 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. |
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