Policy Portfolio is offering a free guide and valuation service for IFAs who have clients wishing ...
Policy Portfolio is offering a free guide and valuation service for IFAs who have clients wishing to sell, rather than surrender, with profits endowments or whole of life policies.
Policy Portfolio claims it is often able to better a life company's surrender value by an average of 10%, sometimes as much as 30%. Policy Portfolio reckons IFAs are missing out on a commission earning opportunity. The group says IFAs can obtain an extra £1,250 for a client selling an average size TEP to a market maker rather than surrender it back to the originating life office.
Brian Goldstein, Policy Portfolio's Managing Director, commented: "As IFAs are well aware there are circumstances, for example divorce or redundancy, where clients need help in re-assessing their financial situation. It's at times like these that instead surrendering an endowment policy direct to the life company, IFAs will want to make their clients aware of the fact that they could receive considerably more by selling their endowment. Policy Portfolio's guide and free valuation service should help IFAs in this process."
For a free copy of the guide, 'Selling an endowment - how to get more for your policy." and a free valuation, IFAs should call Policy Portfolio on 0208 343 4567 or visit www.policyportfolio.co.uk
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