Endownments to surrender ...OR NOT, PLEASE!!

vansboy

I've had the surrender values on 2 Aviva endownments quoted from them, one only has 2 years to run, the other about 6, I think.

What other information should I ask for, before deciding if I should sell, maintain or make paid up, please.

Theres no mortgage or any other reason to keep, other than, possibly, the insurance benefit, but with no family/next of kin to worry about.

Thanks in advance.

VB

dunstonh

What other information should I ask for, before deciding if I should sell, maintain or make paid up, please.

You need to know the mortgage promise value. That is vital as it can swing the decision to a keep instead of a sell/surrender.