By selling your endowment/whole life policy, you will lose all the life insurance cover that the policy offers – you will be giving up the rights to any payment from life insurance company and therefore, you may be underinsured.
If you would still like to review your life insurance cover we recommend that you speak to your adviser or our recommended Independent Financial Adviser.
Purvis Capital aims to educate investors on how to employ Traded Endowment Policies (TEPs) and Traded Life Policies (TLPs) as an investment option/alternative to stay invested at a low cost, rebalance and build in diversification of your portfolio.
At Purvis Capital, you can choose from a wide variety of TEPs from different reputable insurance companies and of varying terms to choose from. These policies are low risk investments that do not correlate to stocks, properties and other major asset classes, delivering higher returns of up to 5%p.a. as well as giving you the flexibility and the peace of mind to achieve your savings or investment goals.
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