As a Viatical and Life Settlement Broker, Exit Equity Concierge provides boutique, white-glove assistance nationwide for clients exploring life’s options on their terms through the strategic sale of existing life insurance policies. We specialize in guiding individuals through this sensitive financial transition with discretion, transparency, and care. Whether seeking liquidity for medical care, retirement, or estate planning, we advocate for fair market value and ethical solutions that honor each client’s story and circumstances.

Our concierge approach means personalized attention at every step—bridging compassion and commerce to deliver both dignity and financial relief when it matters most. Because true empowerment begins with the freedom of exploration.

Authorized Lines of Insurance – Texas

Exit Equity Concierge maintains active licensure with the Texas Department of Insurance under the Life Insurance line of authority. This authorization supports our work as a Life Settlement Broker, enabling us to ethically and transparently guide clients through the sale of existing life insurance policies in accordance with the Texas Life Settlement Act (Chapter 1111A).

Licensed in Texas, Ohio, South Carolina, and Virginia, Exit Equity Concierge offers trusted expertise in life insurance solutions tailored to each client’s needs and life stage. We guide individuals and families through policy selection, legacy planning, and beneficiary protection with clarity and compassion. Our mission is to help you make informed, confident decisions that align with your financial goals and values—ensuring peace of mind for what matters most.