How to sell your policy

 

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  1. Eligibility
    • Check that your policy is an endowment savings plan. (It usually have a fixed tenure e.g. 10, 15, 20,or 25 years and a known maturity date.)
    • Premiums are paid in cash. (not applicable for CPF or SRS policies)
    • Policy is issued by insurance companies in Singapore
  2. Policy Valuation

    You can send in your valuation via the following mode:

    • Phone
    • SMS
    • Online

    We will need the following policy information:

      • Plan Name
      • Start Date
      • Maturity Date
      • Premium amount
      • Surrender value
  3. Receive a FREE and no obligation quote

    Once we receive the policy information, we will proceed to valuate your policy and get in touch with you with our offer within 2 working days

  4. Transfer of policy ownership
    • Done at insurers’ Customer Service Centre
    • Whole process takes only approximately 20-30 minutes
  5. Payment
    • You will receive cash cheque from us on the spot

    Your obligation to the policy ends here.

 

 

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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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