Viatical && Life Settlements

Viatical & Life Settlements for Veterans, Seniors & the Terminally Ill

Tier 6 – Exit Strategy | The Doula Experience™

Because financial peace should never be out of reach.

If you were diagnosed with a terminal or chronic illness—or navigating financial uncertainty later in life—would you know how to turn your life insurance policy into immediate support?

At The Doula Experience™, we help individuals and families find relief through confidential Viatical and Life Settlement brokerage services—a key offering in our Tier 6: Exit Strategy.

Whether you're:

• 65+ with declining health, or
• Living with a terminal or chronic illness,

you may qualify to sell your life insurance policy for a lump sum cash payout—no loans, no obligations, no pressure.

What Is a Viatical or Life Settlement?

A Viatical Settlement allows terminally ill individuals to sell their life insurance policy to a third party in exchange for an immediate lump sum.
A Life Settlement applies to those 65 and older in declining health, even if not terminal.

Both options can turn your existing policy into liquid funds for:

• Medical or caregiving expenses
  
• Travel and final wishes
  
• Paying off debt or preserving Real estate
  
• Gifting to loved ones
  
• Living fully—on your own terms

We Guide You, Step by Step

The Doula Experience™ ensures every settlement is handled with care, clarity, and compassion:

1. Eligibility Pre-Screening
   We evaluate your policy type, diagnosis, and financial goals.
2. Policy Review & Market Matching
   We connect you with trusted, licensed buyers who offer fair, competitive quotes.
3. Settlement Coordination
   We assist with documentation, negotiation, and final contract execution.
4. Benefit & Medicaid Impact Planning
   We collaborate with elder law attorneys to protect your public aid eligibility.
5. Peaceful Payout Planning
   We help you use your payout wisely—whether for estate planning, legacy gifting, or end-of-life goals.

Why Work With The Doula Experience™

We’re more than a broker—we’re your End-of-Life Planning Partner.

- Veteran- and senior-focused expertise
- Ethical, pressure-free guidance
- Holistic care team coordination
- DIY Estate Planning && benefit protection planning
- Grief-informed support through every transition

Let’s talk about unlocking its value—with dignity.

Serving individuals and families nationwide | Based in Houston, TX

“Peace of mind shouldn't come at the cost of your care or comfort. We're here to help you reclaim both.”
— Tammara Coleman, The PreNeed Doula™