Required Information

To enable us to produce an accurate quote you will need to provide the following information.
  • Endowment policy number
  • Commencement & Maturity Dates
  • Policy premium
  • Name of original issuing Life Company
  • Type of endowment policy
  • Basic Sum Assured
  • Minimum Death Benefit
  • Total Declared Bonuses & Declaration Dates
This information can be found on your endowment policy schedule and your most recent bonus statement.

If you have not done so in the last 30 days you will also need to phone the issuing Life Company for a current surrender value for your endowment policy.

On receipt of an offer, you can then choose to proceed with the sale of your policy.  Our experienced staff will guide you through the sale procedures to ensure that the funds are sent to you as soon as possible.