Life Settlement Document Retrieval & Submission

At Exit Equity Concierge™, we streamline the document gathering process to minimize stress and maximize accuracy. During this consultation, we guide you step-by-step through the retrieval and secure submission of all documents needed to initiate a life settlement valuation.

We assist with:

• Requesting the in-force policy illustration directly from your insurance carrier
• Securing a complete medical records release, if applicable
• Verifying ownership documents, beneficiary designations, and trust certifications
• Gathering supporting materials such as premium history, identification, and power of attorney (if applicable)
• Ensuring all documentation is accurate, complete, and submitted to the appropriate settlement providers for review

This stage is critical in building a strong case for your life settlement and avoiding unnecessary delays. With Exit Equity Concierge™ handling the heavy lifting, you’ll have peace of mind knowing your documentation is in expert hands and on the fast track toward evaluation.

⚖️ Please note: While we assist with document execution and planning coordination, we do not offer legal advice. Clients are encouraged to consult a licensed attorney for legal interpretation or estate planning guidance.