A Boutique Settlement Brokerage

Posted August 2, 2025

Exit Equity Concierge is a boutique settlement brokerage that transforms life insurance policies into meaningful financial opportunities. We specialize in compassionate, concierge-style guidance for individuals navigating life or viatical settlements, helping them reclaim peace of mind, dignity, and financial flexibility during life’s most sensitive transitions.

What Sets Us Apart

• Client-First Advocacy
  We work for you—not the buyer. Our firm independently shops your policy across multiple licensed providers to ensure you receive the most competitive offer available.
• High-Touch, Low-Pressure Experience
  As a boutique brokerage, we limit our case volume to provide personalized, one-on-one guidance at every stage—from illustration reviews to policy underwriting to final payout.
• Exit Equity with Purpose
  Whether you're planning long-term care, paying down medical expenses, investing in legacy, or simply stepping into a new season of life, we help convert your policy into powerfully purposeful funds.
• Holistic Integration with End-of-Life Planning
  Seamlessly connected to The Doula Experience, we integrate life settlements into broader estate, healthcare, and memorial planning—ensuring your financial and emotional needs are aligned.
• Education-Driven Approach
  We believe knowledge is peace. You’ll receive clear, step-by-step information about eligibility, options, timelines, and what to expect—without overwhelm.