archivealternative investments

Finance

Who Buys Traded Endowment Policies—And Why Buyers Prefer Certain Profiles

Key TakeawaysInstitutional buyers dominate the market for traded endowment policies because they have the capital and long-term holding capacity.Not all endowment policies for sale attract buyer interest; profile quality directly affects pricing and sale certainty.Policy age, guaranteed benefits, bonus history, and issuer credibility shape institutional demand.Sellers who understand buyer screening...