For IFAs - Selling an Endowment Policy
If your client is considering surrendering
their endowment policy, you are no doubt aware that they may
realise more for the policy by selling it.
In order to see if your client’s policy
is tradeable, we suggest you consider the following:
- Is it 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, Neville James may be able to provide a valuation above
surrender value.
We pay generous rates of commission to IFAs
on completion of a sale.
You will need full policy details to hand
before requesting a valuation.
If you would like to contact us for a valuation,
you may do so in the following ways:
Contact for a valuation
By telephone: Call our IFA Hotline on 01243
520050
By fax: Fax full policy details to: 01243
520001
By email: Complete our Online Valuation
Request form click here
Have you considered TEPs as an investment
for other clients? For further information click
here
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