We welcome Financial Service Consultants to work with us.
When clients realize that their current endowment savings policies are no longer suitable for their needs, you can help them get more money by providing a referral to Conservation Capital.
We will conserve their policies and offer them more than the surrender provided by the insurance company
We will also provide you a referral fee
Legality and contact
The assignment of policies is legal and done officially at the insurance company.
The process is done legally at the insurance company front counter and does not
The MAS has no objection to the process and does not require it to be separately regulated. This is, purely and simply, a win-win opportunity to create a benefit to your clients at what may be a high stress point in their financial plan.
To refer a policy to us, simply click on the link below and we will get in touch with you.
It is not necessary for the financial adviser to be present during the assignment.