Selling your Endowment Policy
If you are looking to sell your endowment
policy, for instance because you are remortgaging, divorcing
or for other financial reasons, Neville James is here to help.
Because we operate as a broker, matching buyers and sellers
of policies, we are able to offer very competitive valuations
for a wide range of policies.
Before contacting us for a valuation, please
answer the following questions which will give you an indication
of whether your policy might be tradeable.
- Is my policy a traditional with-profits
policy?
- Is it over 3 years old?
- Does it have a surrender value in excess
of £1,000?
If the answer to all three questions is
YES, we may be able to provide a valuation above surrender
value.
Before contacting us for a valuation, please
ensure you have the following information to hand:
Information needed
- The name of the issuing life office
- Premium amount and frequency
- Attaching bonuses and bonus date
- Details of any policy amendments
- Start Date and Maturity Date
- Basic Sum Assured
- Surrender value and date
- Names of lives assured and policy number
Now that you have all the necessary details,
click here for further
information on how to contact us for a valuation.
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