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


“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