Refund Policy

At Exit Equity Concierge, we are committed to providing ethical, client-first services in the life and viatical settlement marketplace. As part of our commitment to transparency and trust, we do not charge any upfront broker fees.

This Refund Policy outlines how financial transactions are handled and what to expect in the rare event that services are discontinued.

1. No Upfront Broker Fees

Exit Equity Concierge charges no fees prior to services being rendered. Our compensation is contingent and paid only upon the successful completion of a settlement transaction. This means:

  • You owe nothing if no settlement offer is secured or accepted.
  • You are never asked to pay a retainer, deposit, or upfront cost for our services.
  • Our fee is disclosed clearly and paid out of the settlement proceeds at the time of closing.

2. No Refunds Necessary

Since you are never billed in advance, there is no need for a refund in the traditional sense. Our work is entirely performance-based, and you are not financially responsible unless and until a transaction is completed.

3. Cancellation of Services

You may cancel your engagement with Exit Equity Concierge at any time, prior to accepting an offer or entering into a binding contract with a settlement provider. Cancellation comes with:

  • No financial penalty
  • No cancellation fee

However, if you cancel after an offer has been accepted or a contract has been signed, you may be subject to terms set forth by the settlement provider or escrow agent. Exit Equity Concierge will assist in navigating any such implications.

4. Third-Party Costs (When Applicable)

Although we do not charge you upfront, some aspects of the settlement process (e.g., medical record retrieval, policy documentation, legal review) may involve third-party services. These costs are generally absorbed by Exit Equity Concierge or the provider making the offer. If for any reason you directly engage a third-party provider, any refund requests must be directed to that entity under its own policy.

5. Questions and Contact

If you have any questions or would like to cancel or modify your engagement with us, please contact:

Exit Equity Concierge

2401 Fountain View, Suite 464-2132

[email protected]

281.529.5476

www.ExitEquityConcierge.com