Absolute Assigned Policies (AAP) is offering a Tep guide on an interactive CD-Rom, including details...
Absolute Assigned Policies (AAP) is offering a Tep guide on an interactive CD-Rom, including details on selling endowment policies.
The guide provides information about the Teps market and allows IFAs to instantly assess whether a client's endowment policy is suitable for sale to the market.
The most commonly asked questions about buying and selling endowments are also featured on the CD-Rom through a video section with AAP managing director Lee Portnoi.
Portnoi said: "Advisers will be able to check if the client's with-profit policy is suitable for sale and automatically e-mail the policy details to AAP.
"If an IFA's client is looking to invest, the intermediary can offer advice on what a Tep will cost them to run and how secure their investment will be, which are the most common concerns investors usually have."
The CD-Rom guide also provides IFAs with confidential access to a number of AAP management services, allowing them to create bespoke portfolios for clients and access a premium payment facility and policy valuation service.
Copies of the CD-Rom are free to financial advisers and are available on 0800 072 1900
