How this works

In your course of reviews, you may encounter some clients or prospects who may wish to give up their endowment due to financial constraints or portfolio restructuring. They will usually think of just letting the policy lapse, terminate or surrender and may be unaware of the option to sell.

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Legal transfer of ownership, rights and benefits of the policy

 

It’s a Triple Win Situation

  • Helping your client to make informed decision
  • Helping your client to get more money back
  • Assignment will still be IN FORCE
  • Recurring commissions will not be disrupted
  • Your persistency rate (KPI) will not be affected
  • Insurance company will still continue to receive their premiums
  • You will be REIMBURSED on your time and expenses incurred

 

 

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Free Policy Valuation

Please enter the required policy information below for a free, no obligation quote.
The details can be obtained by phone from the respective insurer customer service.
or
Give us a call with your policy number during office hour and we will guide
you through the valuation process.
A few minutes can get you hundreds or thousands more.

Are you the Policy Owner?
Name of Policy Owner*
Email Address*
Contact Number*
Policy Information
Insurance Company*
Policy Number
Name of Policy*
Issue Date*
Maturity Date
Basic Premium*
(excluding riders)
Frequency of Premium*
Next Premium Due Date
Basic Sum Assured
Surrender Value*
For Financial Adviser requesting on behalf of Policy Owner
Name
Contact Number
Email Address
Remarks
 
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