Should you own a new policy or a Pre-owned one?
Who holds the biggest significance in your life?
The response is “family” 90%...
Policyholder - Continued Life Insurance Cover
Retail Investors - Tax-free, High RoI Investment Options
Insurance Co.'s - Higher Customer Retention
Retail Investors - Tax-free, High RoI Investment Options
Insurance Co.'s - Higher Customer Retention
800,000,0000
+Risk Cover Reinstated
250,000,0000
+Financial Assistance provided
350,000,0000
+Policy Value protected
Premium Financing
Get easy short term loan/overdraft facility to fund your premiums and continue your policy without any loss of protection.
Policy Assignment
Get higher surrender value with Continued Life Cover. The Policy Exchange will manage the complete process for you.
Loan Against Policy
Take a Quick Loan/Overdraft facility against your Policy to fund your urgent personal or business needs.
Re-inventing Wealth Creation
The Policy exchange brings investment
options in pre-owned life insurance
policies at an attractive valuation leading to enhanced ROI
High Return
Flexibility
Predictability
Secured
Higher Return
Pre-owned policies offer higher returns than traditional fixed income assets.
- Get 10-12% low risk-secured return by financing Premium or providing Loan against policy
- Get 7-10% tax free-low risk return by buying an existing policy
- Return type – Guaranteed / Non-guaranteed / Market-linked
Flexible Investment
Choose payment and maturity term as per your convenience.
Pick what suits you best:
- Investment period – Onetime / 3-5 years / 5-10 years
- Maturity – 5 years / 5-10 years / >10 years
- Payout option – Lumpsum / Regular Income
Predictability
Choose option of lumpsum payment or regular income payment:
- Assured Returns
- Less volatility
- Specified time period
Safe Investment
Underlying assurance of companies like SBI Life, LIC, HDFC Life, Max Life etc.
- We adhere to high ethical standards, provide timely
- We respect all people, value the differences among them
- We seek to earn a profit by offering consumers products
- We strive constantly to improve in order to meet
High Return
Flexibility
Predictability
Secured
High Return
Pre-owned policies offer higher returns than traditional fixed income assets:
- Get 10-12% low risk-secured return by financing Premium or providing Loan against policy
- Get 7-10% tax free-low risk return by buying an existing policy
- Return type – Guaranteed / Non-guaranteed / Market-linked
Flexible Investment
Choose payment and maturity term as per your convenience.
Pick what suits you best:
- Investment period – Onetime / 3-5 years / 5-10 years
- Maturity – 5 years / 5-10 years / >10 years
- Payout option – Lumpsum / Regular Income
Predictability
Choose option of lumpsum payment or regular income payment:
- Assured Returns
- Less volatility
- Specified time period
Safe Investment
Underlying assurance of companies like SBI Life, LIC, HDFC Life, Max Life, etc.
THE POLICY EXCHANGE
A unique alternate
investment option
Pre-owned policies offer higher returns than traditional fixed income assets.
The Policy Exchange
How it works
Log into
The Policy Exchange
The Policy Exchange
Add your existing Policies
1
Provide basic details
Tailormade solutions
We offer financial solutions to keep your policy enforced
2
Select Investment options for assured returns
Hassle-free process
Digital workflow
3
Online transaction
Transaction complete
Instant liquidity & policy reinstated
4
Investment done, endorsement letter received!
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