Client Referral for Financial Advisors

Get Rewarded for Every Client Referral

Helping your clients in need to get the most out of their insurance policy

Chat-smile

“Instead of letting the policy lapse, I am able to help my client get a higher cash value by selling the policy to Maximise Capital”

Evelyn Tan, Financial Advisor

Everyone Wins 

  •  

    Your client gets more cash value from his policy

  •  

    Policy remains in force after absolute assignemt

  •  

    Insurance company continues to receive the outstanding premiums

  •  

    Your recurring commissions is not affected

  •  

    Get referral fee for every sucessful refferals

Start Referring


Our experienced advisors will contact you within 3 working days
Arrow-up