Get Cash From Your Life Policy

We pay more than Surrender Value

“We wanted to supplement our superannuation”

Very Professional

“Very helpful, thorough and obliging. Very professional”

– John

Great Service

“Thank you very much for your great service”

– Robert

Excellent Communication

“Excellent communication, exchange went through in timely manner”

– Trish

It was a pleasure

“It was a pleasure working with you on our clients’ behalf.”

– Chris, Rotorua (Advisor)

Beyond my expectations

“Greg was very prompt from start to finish, going beyond my expectations.”

– Steve, Masterton (Advisor)

To be recommended

“An extremely efficient professional service. To be recommended.”

– Alan, Cape Town

No downsides

“We were planning to just surrender our policy, but someone suggested trying Policy Exchange first. This was a great move – it made the whole process much simpler and we got a larger cash amount. No downsides!”

– Cathie and Joe, Auckland

Prompt, faultless

“It was hard to fault any aspect of the Policy Exchange experience, right from requesting a quote through to funds being promptly deposited into our account. I highly recommend anyone cashing in a policy to talk to Policy Exchange before accepting the surrender value from the insurer.”

– Mike, Whangarei

Supplementing retirement income

“Our clients needed some extra dollars for their retirement so decided they would cash out their whole of life policy. The Policy Exchange process is simple and straightforward and the payment is prompt.”

– Gemma, Financial Advisor, Christchurch

Professional and fast

“Plenty of contact between me and Policy Exchange, easy and fast to carry out the transaction. The person I spoke to was friendly, courteous and professional. I was very satisfied and would definitely recommend them to anyone looking to access cash from their policy.”

– Beryl, Waikato

 

We deal in whole of life and endowment policies issued by:

 

Policy Exchange is the trade name of Life Insurance Policy Exchange Limited, a registered Financial Service Provider [FSP 16342], which operates independently of all life insurance companies. Policy Exchange is an ‘execution only’ policy trader and as such does not provide advice as to whether or not you should cash out or surrender part or all of your policy, nor does it provide advice as to the suitability of the offered options to your particular circumstance. If in doubt, we strongly recommend you contact your financial adviser. We are always looking for ways to improve our service to you. If something has gone wrong, we want to know…read more
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