selling Swiss Life endowments for more than the surrender value
Swiss Life endowment policy buyers
     
 
 
sell endowment policies to endowment policy traders

 

Selling Swiss Life Endowments

 

Swiss Life With Profits Endowments

 

If your endowment policy with Swiss Life is not performing to expectations and are considering surrendering the policy and cashing it in, then you might want to consider selling it instead.i want to sell my Swiss Life endowment policy

 

Read what the UK Government have to say about selling endowments below on the right

 

The Swiss Life Group is the largest life insurance company of Switzerland. The firm is headquartered is in Zurich. The Swiss Life Group has 7,500 employees and had assets under management of approximately CHF 133 billion in 2010.

Swiss Life offers for both individuals and corporations policies a variety of policies including disability insurance, accident insurance as well as annuity insurance and life insurance.

The Swiss Life Group
Swiss Life Switzerland
Swiss Life Select Switzerland
Swiss Life France
Swiss Life Germany
Swiss Life Select Germany
Swiss Life Select Austria
Swiss Life Select Poland
Swiss Life Select Czech Republic
Swiss Life Asset Management
Swiss Life Funds
Private Placements Life Insurance
Global Employee Benefit
Chase de Vere (UK)
Livit AG


 

Swiss Life Endowment Policies That Sell

 

In order to stand the best possible chance of selling your Swiss Life endowment please take not of the points below:

  • Your Swiss Life endowment policy should be at least 5 years old.
  • The Swiss Life endowment must be 100% "With Profits" -  unitised and unit linked policies are not saleable.
  • The latest up-to-date surrender value must be at least £3000
  • All the required information on the endowment selling form has been supplied by you.

 

 

Click the banner above to sell Swiss Life endowment policies

 

 

 

how to sell endowment policies
endowment selling checklist Print the endowment selling checklist to ensure you have all the details needed
endowment surrender value required before selling endowments Contact your Swiss Life  endowment policy life office to get the up-to-date surrender value. No more than 5 days old
selling endowments form to send to the endowment traders Fill in the Swiss Life endowment selling form and submit your endowment policy sales details
await an offer for selling endowments Await a response to see if your Swiss Life endowment policy has received an offer

 

endowment policies that sell to endowment policy traders

Only "With  Profits" endowments are bought and sold. Unit linked and unitised      endowment policies are not

offered on by the endowment

policy traders

advice on selling traded endowment policies   selling with profits endowments

 

Extracts From Government Publications

 

CP 106 "The Personal Investment Authority (PIA) issue guidance (Regulatory Update 85) in March 2001, asking provider firms to take steps to ensure that policyholders who were considering the surrender of a life policy were informed that they might be able to trade their policy instead."

COB 6.5.50R(5) "requires a firm to ensure that the policyholder is made aware of the existence of the secondary market and how he might access it."

moneyadviceservice.org.uk
"If you have a with-profits endowment policy, you may be able to sell it on the second-hand endowment market.
If you’ve been paying in for at least seven years, you’ll probably earn more if you sell a with-profits policy rather than cashing it in."

 

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