Individual

Protection
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Critical Illness
Pensions
Income protection insurance
Writing a Will
Estate Preservation
Private Medical Insurance
Dental Plan
Long-Term Care
Unemployment, Accident & Sickness
Selling Your Policy

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Business

Key Person Insurance
Partnerships
Directors' Share Protection
Company Medical insurance
Group life/income Schemes
Pensions
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Useful Information

Request for information
Terms of Business
Personal identification
Protection Planning Questionairre
Budget Planner
Useful Links

Selling Your Policy

You may be able to sell your policy for more than its surrender value. There
are a number of specialist dealers who will buy your policy from you. Not
all policies are suitable for auction or sale. Before you surrender let us
try and arrange a higher value for you.

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Policy Details:

Name of policyholder:
Policy No:
Life Insurance Company:
Start Date Of Policy (with-profits):
Date The Policy Matures:
Basic Sum Assured (on which bonuses are paid):
(Can be found on the Policy Schedule and usually on the Bonus Notice)  
Gross Premium (please indicate monthly/quarterly/half-yearly/annually):
Total Reversionary Bonuses Attaching:
(This will be found on the bonus statement your life company sends every year)  
Date Of Last Bonus Statement:
Current Surrender Value:
(Ask the life company for this amount, it can be done by phone)  
Date Of Surrender Value:
(Must not be more than two months old)  

Your Details:

Are you the policyholder? Yes No
If you have answered No, are you an Agent? Yes No
Name:
Surname:
Company (if Agent):
Address:
Post Code:
Email Address:
Tel No:
Fax No:

 



 

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