Fees Query - Zurich
Fees Query - Zurich
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Corso Marche

Original Poster:

1,899 posts

231 months

Wednesday 16th January 2019
quotequote all
Does anybody here know how Zurich charge their monthly fees on life assurance policies ?

I'd normally contact another broker and ask, but this question isn't likely to result in a new broker getting any business, so I don't want to waste their time unnecessarily.

I've discovered a policy where the fees each month are in excess of 150USD, whilst the premium contributions are circa 500USD monthly.
At first glance, this would seem to point to 30% of the monthly contribution being taken to pay fees. Could this be correct ?

dalenorth

930 posts

197 months

Wednesday 16th January 2019
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Feel free to send the docs over and I’ll take a look, we don’t expect anything out of it or charge a fee?

It might be one we hyperthetically run by our Zurich BDM

Corso Marche

Original Poster:

1,899 posts

231 months

Wednesday 16th January 2019
quotequote all
Cheers, that would be greatly appreciated, but only if you are sure ?

Should I use the info@ address, or something else ?

dalenorth

930 posts

197 months

Wednesday 16th January 2019
quotequote all
Sure, no worries it’ll only be a couple of calls.

Use dale@pureprotect.co.uk