Financial Advisor Information
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“I thought, Wow, what an incredible way to put a value on
this (asset).” Veris Settlement PartnersVeris Settlement Partners, Inc. was formed by two leading life settlement brokerage firms, Select Life Settlement Corporation and Chesapeake Financial Settlements, LLC. By combining our strengths, best practices, and senior management’s over 85 years of life insurance experience, we are uniquely positioned to provide financial advisory professionals, and the policyowners they serve, with the level of professionalism, service and disclosure that they expect and deserve. Veris is a proud member of LISA, the Life Insurance Settlement Association. Click on Why Veris to learn more about the value-added services and methodologies that are separating Veris from the competition and making it a leader in “Bringing Liquidity to Life."
Click here on how to get licensed in New York Financial Advisor links
The Insurance Studies Institute recently reported that "the secondary market for life insurance policies provides a great social and economic value for seniors." |
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| Copyright 2011 Veris Settlement Partners | ||
Veris Settlement Partners, Inc. is a multi-state viatical and life settlement
broker. Veris Settlement Partners, Inc., and/or its affiliate firms
Chesapeake Financial Settlements, LLC and Select Life Settlements Corporation,
and/or one of its four directors as individuals, is licensed as a life settlement
broker or viatical settlement broker in the following regulated states: AR,
CT, FL, GA, HI, IN, LA, MD, MS, NC, NJ, NY, PA, TX, UT, VA.
Depending on the medical condition of the insured, Veris Settlement Partners,
Inc. may or may not be able to broker a life insurance policy owned by a
resident of the following states: CA, DE, IL, MA, MN, NM, OR, VT, WA, WI.
Veris Settlement Partners, Inc., and/or one of its four directors as individuals,
may broker a life insurance policy owned by a resident of the following states
that are not regulated and do not require licensure: AL, AZ, DC, ID, MI,
MO, NH, RI, SC, SD, WY.
Some or all of the proceeds from a life settlement may be taxable under federal
or state income tax laws. Advice from a professional tax advisor is
recommended. Veris Settlement Partners, inc. is not a viatical or life
settlement provider.
This Compliance Notice is current as of August 15, 2008 and is subject to
change.