Exit Equity Concierge ("we," "our," "us") respects the privacy of our clients and is committed to safeguarding the personal and sensitive information provided to us. This Privacy Policy explains how we collect, use, store, and protect your information when you engage our life settlement and viatical settlement brokerage services.

By using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our privacy practices, please do not use our services.

1. Information We Collect

We collect two types of information from clients:

Personal Information

This includes but is not limited to:

• Full name
• Contact information (email, phone number, address)
• Date of birth
• Social Security Number (SSN)
• Government-issued identification (e.g., driver’s license, passport)
• Policy information (insurance policy number, insurer, type of policy, policyholder details)
• Financial information (banking details, financial assets, net worth)
• Medical records and health information (when applicable for viatical settlements)

Non-Personal Information

This includes:

• Browser type and version
• Device type and operating system
• Website usage data (pages visited, time spent, etc.)
• IP addresses
• Cookies and similar tracking technologies (as outlined in our Cookie Policy)

2. How We Use Your Information

We use your information for the following purposes:

• To provide services: Including the evaluation, marketing, and sale of life insurance policies via life and viatical settlements.
• To communicate: We may contact you to confirm details, provide updates, or notify you of important changes to your policy or transaction.
• To process transactions: Handling settlements, ensuring payment, and coordinating with third-party settlement providers.
• For legal and regulatory compliance: We comply with applicable federal and state regulations for life settlements, viatical settlements, and other related services.
• To improve our services: We analyze client feedback, behavior, and other metrics to enhance our service offerings and website experience.

3. Sharing Your Information

Exit Equity Concierge will not sell, rent, or trade your personal information. However, we may share your information in the following circumstances:

• With settlement providers: To facilitate the sale and settlement of your life insurance policy.
• With third-party service providers: We may use third parties (such as legal advisors, financial consultants, technology service providers) to assist with the settlement process. These third parties are required to keep your data confidential and secure.
• With regulatory authorities: We may be required to disclose information to comply with federal or state laws or regulations.
• With your consent: Any additional disclosure outside of the above will require your explicit consent.

4. Security of Your Information

We employ reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, and destruction. This includes encryption technologies, secure storage, and strict access controls.

However, please be aware that no method of transmission over the Internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee its absolute security.

5. Retention of Your Information

We will retain your personal and policy information for as long as necessary to provide the services, comply with legal obligations, resolve disputes, and enforce agreements. After this period, we will securely dispose of or anonymize your data.

6. Your Privacy Rights

You have the following rights regarding your personal information:

• Right to Access: You can request a copy of the personal information we hold about you.
• Right to Correct: You can request that we correct any inaccuracies in your personal information.
• Right to Delete: In certain circumstances, you can request that we delete your personal data, subject to legal or contractual obligations.
• Right to Object or Restrict Processing: You can object to the processing of your data or request that we restrict how we use it.

To exercise any of these rights, please contact us at the contact information provided below.

7. Cookies and Tracking Technologies

Exit Equity Concierge uses cookies and other tracking technologies to enhance your experience on our website, including but not limited to:

• Cookies: Small files stored on your device to remember your preferences and improve site functionality.
• Analytics: We use analytics tools like Google Analytics to monitor website traffic and improve our services.

You may choose to disable cookies in your browser settings, but this may impact your ability to access some features of our website.

8. Third-Party Links

Our website may contain links to third-party websites or services that are not operated by Exit Equity Concierge. We are not responsible for the privacy practices of such third parties. We encourage you to review the privacy policies of those third-party sites before providing any personal information.

9. Changes to This Privacy Policy

Exit Equity Concierge reserves the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and we will update the "Effective Date" at the top of the policy. We encourage you to periodically review this Privacy Policy for any updates or changes.

10. Contact Information

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:

Exit Equity Concierge

2401 Fountain View, Suite 464-2132

281.529.5476

[email protected]

www.ExityEquityConcierge.com