"I was referred to Policy Exchange by my adviser. I’d decided to cash in my policy as my circumstances had changed and I needed to find money for a deposit on a house. They were very professional and friendly to deal with. By cashing in my policy through them Policy Exchange increased the amount I received. I would definitely recommend them to anyone looking to cash in or surrender their policy."
Nicola, ManawatuMarch 24, 2016
"We’d been seeking advice on how to reduce our debt before retirement. I’d bought my first policy in 1976 for two reasons: life cover and a savings programme, as had my future wife. When married, we bought more life policies when buying a house.
Now our children are married, our life policies will provide savings to reduce debt; we therefore surrendered all our policies. Our adviser suggested using Policy Exchange. The enhancement amounts they gained for us added significantly to the surrender values. We’ve substantially reduced our hefty Auckland-sized mortgage – and in just 18 months we’ll retire debt-free!"
Patrick and Sue, Secondary School Teachers, AucklandAugust 2, 2016
"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."
"Always a pleasure to do business with Policy Exchange."
Chris, Financial Adviser, RotoruaJuly 17, 2017
"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."