Procedures

 

  1. Eligibility
    • Check that the policy is an endowment plan
      (not applicable for ILPs, A&H, Shield plans)

    We can assist to take over the entire role of liaising with client and selling of their policy. We will keep you updated on the status of the assignment.

  2. Policy Valuation

    We will need the following policy information and will get back to you or your client with our offer within 2 working days

    • Plan Name
    • Premium Amount
    • Issue Date
    • Maturity Date
    • Surrender Value
  3. Policy Transfer
    • We will make arrangement with your client to do the transfer at the insurer’s Customer Service Centre
  4. Payment for policyholder
    • Cash cheque will be given on the spot
  5. Reimbursement for Advisers
    • Immediately after the assignment is registered.

 

 

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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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