Life Settlement Policy Review

At Exit Equity Concierge™, our Policy Review Consultation is a vital part of determining whether your life insurance policy could qualify for a life settlement. In this step, we carefully examine the structure and current status of your policy to help you make informed decisions.

Our review includes:

• Understanding the coverage details and type of policy you own
• Identifying your premium obligations and payment history
• Confirming ownership and beneficiary designations
• Reviewing loan balances, riders, and policy expiration terms
• Assessing the overall health and viability of the policy in its current form

This consultation is not just about collecting facts—it’s about empowering you with clarity. We’ll walk you through what your policy says, what it means today, and how it fits into your broader financial picture. With Exit Equity Concierge™, you gain a trusted advocate committed to transparency and personalized support every step of the way.

⚖️ 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.