Privacy Policy
Exit Equity Concierge, LLC
Privacy Policy
Effective Date: November 2025
Website: www.exitequityconcierge.com
- Introduction
Exit Equity Concierge, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.
- Information We Collect
We may collect the following categories of information:
- Personal Information
- Full name
- Email address
- Phone number
- Mailing address
- Policy Information
- Life insurance carrier
- Policy type and face value
- Premium amounts
- Ownership details
- Health & Medical Information (if voluntarily provided)
- General health status
- Diagnosis or medical conditions
- Life expectancy estimates (if applicable)
This information is only collected for the purpose of evaluating eligibility for life or viatical settlements.
- Technical Information
- IP address
- Browser type
- Device information
- Pages visited on our website
- How We Use Your Information
We use your information to:
- Evaluate your eligibility for life or viatical settlements
- Submit your case to licensed providers and underwriting partners
- Communicate with you regarding your inquiry
- Improve our website and services
- Comply with legal and regulatory requirements
- How Your Information Is Shared
We do not sell your personal information.
We may share your information with:
- Licensed Settlement Providers
- Underwriting & Evaluation Partners
- Medical underwriters
- Life expectancy providers
- Financial evaluators
- Service Providers
- CRM platforms
- Secure document storage systems
- Email and communication tools
All third parties are expected to maintain appropriate confidentiality and data protection standards.
- Confidentiality & Data Protection
We take reasonable administrative, technical, and physical measures to protect your information.
However:
- No system is completely secure
- Internet transmission cannot be guaranteed as 100% secure
By using our services, you acknowledge these inherent risks.
- HIPAA & Medical Information Disclaimer
Exit Equity Concierge, LLC is not a covered entity under HIPAA.
However, we treat any health-related information you provide with strict confidentiality and professional discretion and only share it as necessary for settlement evaluation.
- Your Rights & Choices
You have the right to:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of your data (subject to legal obligations)
- Withdraw consent for communications
To make a request, contact us at:
settlements@exitequityconcierge.com
- Cookies & Tracking Technologies
Our website may use cookies or similar technologies to:
- Enhance user experience
- Analyze website traffic
- Improve performance
You may disable cookies through your browser settings.
- Data Retention
We retain your information only as long as necessary to:
- Fulfill the purposes outlined in this policy
- Comply with legal and regulatory obligations
- Third-Party Links
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those sites.
- Children’s Privacy
Our services are not intended for individuals under the age of 18.
We do not knowingly collect information from minors.
- Changes to This Privacy Policy
We may update this Privacy Policy at any time.
Changes will be posted on this page with an updated effective date.
- Contact Information
Exit Equity Concierge, LLC
Email: settlements@exitequityconcierge.com
Website: www.exitequityconcierge.com
We understand that the information you share is not just data—it reflects life, health, and deeply personal decisions.
At Exit Equity Concierge, your privacy is treated with the same level of care, discretion, and respect as the journey you are navigating.