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Exit Equity Concierge

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Terms of Service

Terms of Service

Exit Equity Concierge, LLC 

Terms of Service 

Effective Date: November 2025 
Website: www.exitequityconcierge.com 

 

  1. Acceptance of Terms

By accessing, browsing, or using this website or engaging with Exit Equity Concierge, LLC (“Company,” “we,” “our,” or “us”), you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. 

If you do not agree, you should not use this website or our services. 

 

  1. Description of Services

Exit Equity Concierge, LLC is a life settlement and viatical settlement brokerage that assists policy owners in evaluating their options regarding existing life insurance policies, which may include: 

  • Life settlements  
  • Viatical settlements  
  • Partial life settlements  
  • Policy retention analysis  
  • Policy lapse or surrender considerations  

We act as an independent broker representing policy owners, not insurance carriers. 

 

  1. No Financial, Legal, or Tax Advice

All information provided by Exit Equity Concierge is for educational and informational purposes only. 

We do not provide: 

  • Legal advice  
  • Tax advice  
  • Investment advice  

You are strongly encouraged to consult with: 

  • A licensed attorney  
  • A tax professional (CPA)  
  • A financial advisor  

before making any decisions regarding your policy. 

 

  1. Eligibility & No Guarantee of Offers

Submission of your information through our website or forms does not guarantee: 

  • Eligibility for a life or viatical settlement  
  • Receipt of an offer  
  • A specific offer amount  

All cases are subject to: 

  • Medical underwriting  
  • Policy review  
  • Market interest from licensed providers  

Each case is unique and evaluated individually. 

 

  1. Brokerage Role & Third-Party Providers

Exit Equity Concierge works with licensed settlement providers and institutional buyers.  

We may act as a co-broker or submitting broker, depending on the case. 

You acknowledge that: 

  • Final offers are made by third-party providers  
  • We do not control underwriting decisions  
  • We do not guarantee timelines or outcomes  

 

  1. Compensation Disclosure

Exit Equity Concierge is compensated through commissions paid by settlement providers in connection with completed transactions. 

  • There is no obligation for you to accept any offer  
  • You will be informed of material terms before proceeding  
  • Compensation structures comply with applicable regulations  

 

  1. Confidentiality & Information Use

We treat your information with professional care and discretion. 

By submitting your information, you consent to: 

  • Sharing your data with licensed providers and underwriting partners  
  • Use of your information for policy evaluation purposes  

We implement reasonable safeguards, but: 

  • No transmission over the internet is guaranteed to be 100% secure  

Please refer to our Privacy Policy for full details. 

 

  1. Client Responsibilities

By using our services, you agree to: 

  • Provide accurate and truthful information  
  • Disclose all relevant policy and medical details  
  • Respond in a timely manner when requested  

Failure to do so may result in: 

  • Delays  
  • Ineligibility  
  • Withdrawal from the process  

 

  1. No Fiduciary Relationship

While we operate with integrity and care, your use of our services does not create a fiduciary relationship. 

You remain solely responsible for your decisions. 

 

  1. Electronic Communications Consent

By submitting forms or contacting us, you consent to receive: 

  • Emails  
  • Phone calls  
  • Text messages (if applicable)  

related to your inquiry and policy review. 

You may opt out at any time. 

 

  1. Intellectual Property

All content on this website, including: 

  • Text  
  • Branding  
  • Logos  
  • Graphics  

is the property of Exit Equity Concierge, LLC and may not be reproduced without permission. 

 

  1. Limitation of Liability

To the fullest extent permitted by law, Exit Equity Concierge, LLC shall not be liable for: 

  • Any indirect or consequential damages  
  • Financial decisions made based on information provided  
  • Actions or decisions of third-party providers  

Your use of our services is at your own discretion and risk. 

 

  1. Indemnification

You agree to indemnify and hold harmless Exit Equity Concierge, LLC from any claims arising out of: 

  • Your use of our services  
  • Misrepresentation of information  
  • Violation of these Terms  

 

  1. Governing Law

These Terms shall be governed by the laws of the State of Texas, without regard to conflict of law principles. 

 

  1. Modifications to Terms

We reserve the right to update or modify these Terms at any time. 

Updates will be posted on this page with a revised effective date. 

Continued use of the website constitutes acceptance of those changes. 

 

  1. Contact Information

Exit Equity Concierge, LLC 
Email: settlements@exitequityconcierge.com 
Website: www.exitequityconcierge.com