aap, an endowment trader, has launched an endowment policy process website for IFAs.
The site, IFA FastTrack, streamlines the value and purchase process for a client’s endowment policy. It provides a step-by-step process from the policy’s valuation to payment receipt, which normally takes up to 21 working days. IFA FastTrack also enables IFAs to view their clients’ policy details on aap’s system instantly during the valuation process. IFAs will receive cash offers of up to 35% more than the issuing life company’s surrender value and cash offers for suitable policies within two working days. Dan Farrow, chief executive officer of aap’s parent, the TIS Group, says: “Th...
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