Endowment Archives - The InvestQuest

“Resale” Endowment Policies – Higher projected returns with shorter time to maturity

March 14, 2021

Resale endowment policies offer higher projected returns + shorter time to maturity, compared to new policies. Here’s our current inventory for sale.

Surrendering an Insurance Policy? Pros & Cons of Your Alternatives

December 28, 2020

Aside from surrendering an insurance policy, there are alternatives a policy owner can take to achieve a better outcome.

We launched Endowment Exchange! Sell your endowment policy for more than its surrender value!

November 7, 2020

Thinking of surrendering your endowment policy? Sell it to us and get a better price!

Preparing For Kids: Should You Buy Stocks, REITs, or Bonds?

July 23, 2020

Which investment vehicles make sense when you have special new people to love in your life? And no, Player 2 is not pregant.

Benefits of Having a Private Bank Account

July 3, 2020

Having investable assets of $5 million or more will likely qualify you to start a Private Banking relationship. But what are the advantages of setting up a Private Banking account?

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