How to sell your policy

 
 

hasslefree23

The process of selling your policy could be completed easily in a few simple steps.

Simply prepare your policy information and Click here to submit your policy details

 

  1.  
  1. Eligibility
  • Check that your policy fall into these categories;
    • Whole-Life or;
    • Endowment Savings Plan; (It usually have a fixed tenure e.g. 10, 15, 20,or 25 years and a known maturity date.)
    • Retirement Plan
    • Education Plan
  • Premiums are paid in Cash. (not applicable for CPF or SRS policies)
  • Policy is locally issued by insurance companies in Singapore
  • Policy that has Lapsed or on Policy Loan is eligible as well

 

  1. Policy Valuation

You can send in your valuation via the following mode:

We will need the following policy information:

  • Plan Name
  • Start Date
  • Maturity Date
  • Premium amount
  • Surrender value

 

  1. 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 1-2 working days

 

  1. Transfer of Policy Ownership
  • Done at insurers’ Customer Service Centre
  • Whole process takes only approximately 20-30 minutes

 

  1. 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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