Income Generation

• Disability Income
• Insured Annuity
• Insured Retirement
• Long Term Care

Estate & Insurance Services

Income Generation
Regardless of where you are in your life, income is required to support your lifestyle. In your income earning years it's important to put plans in place which could help your income to continue,uninterrupted by disability. If you have a family to support, then life insurance can be the appropriate financial tool to help replace your income in the event of your premature death. Your retirement years will see the conversion of your assets to income. A variety of insurance strategies are available to either supplement retirement income on a tax-preferred basis, pay for long-term care expenses or perhaps give you the choice of maximizing your retirement income while still leaving a legacy for your heirs. The Estate & Insurance Advisors of BMO Nesbitt Burns Financial Services Inc. can provide you with the insurance solutions best suited to complement your wealth management strategy.

Disability Income
Your ability to earn an income is one of your most valuable assets and provides the financial foundation for the lifestyle you enjoy. How long would your savings last if you were unable to earn an income due to a long-term disability?

Insured Annuity
An insurance concept for risk-adverse investors who want a guaranteed income in retirement at a potentially lower tax rate and to preserve the capital for their heirs.

Insured Retirement
Tax Deferred Growth Now. Tax-Efficient Income When You Need It. An ideal solution for people who have maximized their RRSP and RPP contributions and are looking for other tax-efficient strategies to save for retirement.

Long-term Care
Long term care insurance that provides a daily tax-free benefit when you need long term care to cover the costs of a nursing home or professional in-home care.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you who will be pleased to introduce you to an Estate and Insurance Advisor.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

Note: All insurance products are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.