Viatical Settlement Document Retrieval & Submission

This step involves gathering all necessary paperwork to support the valuation and underwriting process, including the life insurance policy, recent in-force illustrations, medical records confirming a qualifying diagnosis, and signed authorization forms. Additionally, identification documents and banking details may be required to complete verification and payment setup. Exit Equity Concierge streamlines this process by coordinating directly with insurance carriers, healthcare providers, and settlement partners, ensuring accurate, timely, and secure handling of all documentation. Our role is to advocate on your behalf—removing administrative burdens while positioning your case for the best possible offer.

⚖️ 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.