In Focus

Meritage Income Portfolios: Choose tax efficiency and performance

Check out the performance of our model portfolios, see their benefits for your investors and get portfolio manager insights in the new quarterly Meritage Portfolios Round Table.

Emerging Trends in Life Underwriting

There have been a number of changes in the insurance landscape in the recent past which present challenges for the consumer, advisor and underwriter. Last year, some carriers changed their position on marijuana usage by offering their clients non-smoker rates. There have also been recent legislative changes regarding genetic testing that impact life insurers.

Accessing life insurance values prior to death

SmartApp – a new secure way to submit applications directly to BMO Insurance