Viatical Settlement Eligibility

Are you or a loved one facing a serious or terminal illness while holding a life insurance policy? Exit Equity Concierge™ provides compassionate, confidential consultations to determine your eligibility for a viatical settlement—an option that can provide immediate financial relief during a critical time.

During your consultation, we will:

• Review your life insurance policy details, including face value, type, and ownership
• Assess medical eligibility based on a qualifying terminal diagnosis
• Discuss your current financial needs and how a viatical settlement may support treatment, care, or legacy goals
• Explore alternative options such as loans, reduced paid-up policies, or Medicaid spend-down strategies
• Explain the viatical settlement process, timeline, and what to expect from reputable providers

This no-obligation session empowers you to make informed decisions about unlocking the value of your policy when it's needed most.

⚖️ 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.