Request Letter to Insurance Company for Loan against Policy

Date: dd/mm/yy


The Branch Manager (Designation),

Insurance Company Name….,

location and Address….

Dear Sir,

I want a loan against the policy (Ref.: policy No. …, own life) for our son to pursue his studies as he has joined a professional program (course name… ). Please let me know the maximum loan I could avail myself of up against the surrender value of my policy. Also, please provide me that has a schedule of terms and conditions of repayment.

Please replay as early as possible. I am waiting for your replay.

Thanking you,

Yours faithfully,




contact no….