How the Process Works
A simple and transparent process designed to help you unlock the value of your life insurance policy with confidence.
The Exit Equity Concierge E-5 Process™
Professional Representation. Vetted Buyer Network. Policyholder Advocacy.
Selling a life insurance policy is a regulated financial transaction.
Our structured five-step process ensures transparency, competition among buyers, and maximum value for policyholders.
DETERMINE WHETHER YOUR POLICY QUALIFIES FOR A LIFE OR VIATICAL SETTLEMENT. We begin with a brief consultation to understand your policy, health profile, and financial goals. This helps determine eligibility and whether a settlement may provide meaningful value. There is no cost to determine eligibility.
UNDERSTAND YOUR POLICY’S POTENTIAL MARKET VALUE. If eligible, we conduct a deeper policy review and gather necessary documentation. We then estimate potential settlement ranges based on market demand.
PROFESSIONAL REPRESENTATION BEGINS. Once engaged, we prepare your policy for submission and present it to our network of licensed institutional buyers.
SECURE THE BEST OFFER AND COMPLETE THE TRANSACTION. We negotiate on your behalf and coordinate closing documents, escrow, and final policy transfer.
RECEIVE YOUR FUNDS AND MOVE FORWARD WITH CLARITY After closing, funds are delivered through a regulated escrow process. You are now free to use the proceeds to support your next chapter — whether for care, retirement, family needs, or personal goals.
Start Your Confidential Policy Evaluation
Complete the form below to determine whether your life insurance policy may qualify for a life or viatical settlement.