Shepherds
Financial Traded Endowments
Shepherds Financial Traded Endowments
Frequently
Asked Questions
Get the answers to the most common questions about selling
endowment policies and view the glossary of terms
Selling your policy?
For a quick and easy way to get an instant online valuation
for your endowment policy, use the Shepherds Financial Instant
Policy Checker
About
Traded Endowment Policies (TEPs) Back
Because a significant number of people are unaware of
the traded endowment market, the opportunity to sell endowments
is a relatively untapped area.
A
traded endowment market has existed in one form or another
for over 150 years. Until the 1980s policies could only be
sold by auction.
People
trade in with-profits endowments for a number of reasons.
Clients involved in any of these decisions could be about
to make a costly financial mistake.
The
main reasons for sale are change of mortgage, paying off a
mortgage, funding for a new business venture or divorce.
In
the late 1980s the traded endowment market took off with the
emergence of market makers who fuelled market growth eighty-fold.
For
further information on Shepherds Financial Traded Endowments
visit the Shepherds Financial website.
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