Traded Endowment Policies

Traded endowment policies are policies that are sold onto another policy holder rather than being surrendered back to the original insurance company. Over recent years, the market for traded endowment policies has grown considerably: Some of the reasons for this include:

You could make 45% more by trading than if you surrender.
They are attractive to buyers who are prepared to hold onto the policy could benefit from eventual value and partially-assured growth and tax status.
They are more in demand than ever thanks to overseas institutional investors.

If you’re thinking of selling or trading an endowment, be sure to obtain a FREE QUOTE from our specialist service.