Life Settlement Policy Evaluation

The Policy Evaluation Consultation with Exit Equity Concierge™ is a strategic session designed to assess the true financial potential of your life insurance policy. Once your documents have been reviewed, we move beyond basic coverage details to explore whether your policy can serve as a valuable asset through a life settlement.

During this consultation, we:

• Analyze the market value of your life insurance policy
• Determine your eligibility for a life settlement based on policy type, health condition, and current market conditions
• Compare alternative options such as reduced paid-up insurance, cash surrender value, or policy loans
• Align the evaluation with your long-term financial or legacy planning goals to ensure informed decision-making

Whether you're seeking liquidity for medical needs, retirement support, or simply exploring options, this consultation empowers you to decide whether to keep, sell, convert, or restructure your policy for maximum benefit. Exit Equity Concierge™ provides expert, unbiased insight—putting your financial interests first.

⚖️ 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.