Referral Scheme
refer a client & get rewarded
Refer us Your client if they are considering in surrendering their policy due to financial constraints or financial objective has changed.
Instead of surrendering their policy to a life insurance company, they have an option to sell the policy to us at a higher value.
Referral Scheme
benefits for referring a client
Your client is still your client. We only provide an alternative solution to help your client to get higher value than the amount stated from life insurance company
We will liaise with your client to do all the paperwork at the life insurance company counter
We will reward you immediately after the policy has assigned.
Referral Scheme
how does the referral scheme work ?
Refer to these steps to help you understand how our scheme works for you. For any further questions, you can write to us at enquiry@eazicapital.com.sg or call us at (65) 6282 6158
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01Get a FREE Policy Valuation
Contact us for a free quote on your client’s policy. We will manage all the necessary documents & updates on both sides.
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02Policy Assignment
Upon an agreement, we will make an appointment to meet your client at respective insurer to proceed with transfer of policy ownership. The turnaround time for the policy assignment is around 7 – 14 working days.
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03Get Rewarded With Referral Fee
Once the policy assignment is registered under our company, we will reward you the referral fee from eazi Capital.
