Today, people expect faster, simpler experiences in almost every part of their financial lives. Insurance is no exception. On Thursday, July 16 at 1:30 pm (ET), join Faiza Bhatti, Regional Vice-President, BMO Insurance, for LifeFWD's first Continuing Education-accredited webinar as we explore how point-of-sale (POS) underwriting is helping advisors deliver a more seamless insurance experience without compromising underwriting discipline.
This session will examine how underwriting is evolving to support modern advisor practices by reducing friction, improving efficiency, and helping advisors maintain momentum from application to decision.
Through practical advisor examples and real-world scenarios, you'll learn how POS underwriting can:
1.
Create more confident client conversations
2.
Reduce delays and administrative follow-up
3.
Improve workflow efficiency
4.
Deliver faster outcomes for eligible clients
5.
Support a modern client experience across both in-person and remote sales
You'll also gain insight into how technology and predictive analytics are helping simplify the underwriting journey while keeping advisors at the center of the experience.
Walk away with practical knowledge you can apply immediately in your practice while earning Continuing Education credit.
You can also explore all previous LifeFWD sessions and catch up on-demand by watching the full webinar playlist here.
About LifeFWD webinars LifeFWD webinars are designed to help you navigate evolving client needs with actionable insights that move advisors FWD with confidence by offering practical insights on everything from healthy living to insurance and investment advice.
MB 930 (2026/07/02)
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.
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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