Shepherds
Financial Traded Endowments
Shepherds Financial Traded Endowments
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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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