Financial Advisor Information
“Financial professionals need to understand this market and the opportunities and obligations it brings them.”- Trust & Estates

Some of the Articles Written by the Veris Directors

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Articles & News

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Aug. 2010-Good Life Settlement Cases Are Finding Offers Once Again

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -July 2010-The Taxation of Life Settlements

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Mar. 2010-Which Policies Work as Life Settlements?

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Feb. 2010- How New York's New Life Settlement Regulation Affects Financial Advisors

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Jan. 2010- Life Settlement Regulation Approved in New York State

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Nov. 2009 - The Life Settlement Option: Communication to Seniors Needs to Improve

Bringing Life Settlements to Small Face Policy OwnersDorsett - National Underwriter - Oct. 19, 2009 - The Life Settlement Business After the Storm

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor - Oct. 2009 - Some Insureds Now Receiving Smaller Paid-Up Insurance Policies From Life Settlement Transactions

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Sept. 2009 - Life Settlement Marketplace: After the Storm

Bringing Life Settlements to Small Face Policy OwnersDorsett - Financial Advisor -July/Aug. 2009 - Small-Face Life Insurance Policies Now Being "Settled"

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor - Apr. 2009 - Bringing Life Settlements to Small Face Policy Owners

Unlocking the Value in Business InsuranceAdvisor Today - Mar. 2009 - Life Settlements: Putting the Pieces Together

Unlocking the Value in Business InsuranceShorrock - Financial Advisor - Mar. 2009 - Seniors Turning to Life Insurance Policies for Needed Cash

Unlocking the Value in Business InsuranceDorsett and Shorrock - Wealth Management Business - Feb./Mar. 2009 - Best Practices for Life Settlements

Unlocking the Value in Business InsuranceShorrock - Financial Advisor - Feb. 2009 - Unlocking the Value in Business Insurance

Start the New Year by Offering a New ServiceShorrock - Financial Advisor - Jan. 2009 - Start the New Year by Offering a New Service

Column on ordering illustrationsShorrock - Financial Advisor - Dec. 2008 - How to Order Illustrations for Life Settlements

Life settlements and SPIAShorrock - Financial Advisor - Nov. 2008 - Using a Life Settlement Along With a SPIA to Provide Lifetime Income

Difference Between Life Settlements and STOLIShorrock - Life Insurance Selling-Oct. 2008 - The Vast Difference Between Life Settlements and STOLI

Shorrock - Financial Advisor - Sept. 2008 - How Life Settlements Became an Integral Part of the Financial Services Industry

Shorrock - Financial Advisor-Aug. 2008 - Tough Times Have More Seniors Looking for Needed Cash

Shorrock - Financial Advisor-July 2008 - Using Life Settlements for Charitable Giving

Shorrock- Financial Advisor-May 2008 - Using Life Settlements to Fund LTC Needs

Shorrock - Financial Advisor-Apr. 2008 - Life Settlements on Premium Financed Policies

Shorrock - Financial Advisor-Mar. 2008 - Which Types of Policies Work Best?

Shorrock - Financial Advisor-Jan. 2008 - How to Choose the Right Life Settlement Broker

Young - Guide to Retirement Living Winter 08 - Get More for Your Policy

Shorrock - Financial Advisor-Dec. 2007 - Setting Client Expectations

Shorrock - Financial Advisor-Nov. 2007- Best Practices

Shorrock - Financial Advisor-Sept. 2007 - Life Settlement Regulation

Shorrock - The Bulletin-Sept. 2007 - Life Settlements

Shorrock - Financial Advisor-June 2007 - Reconnect With Clients By Selling Them New Services

Shorrock - Financial Advisor-May 2007 - Life Settlements are Consumer-Friendly All Around

Young - MD LifeSpan Article 12.2006 - Tap the Hidden Value of Your Life Insurance to Pay LTC

Young - Bar Assoc of MC Newsletter - June 2006 - Life Settlements - Providing Attorneys New Solutions and New Responsibilities

Young - Life & Health Advisor - Jan 2006 - Life Settlements Migrate Into Business Market


Recent Press

Veris Wants Small Policies, National Underwriter, May 1, 2009


Press Releases

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Audio Clips & Videos

To download the audio clips below, right click on the link and select 'save target as' to save it to your computer

Joe Young Interviewed on Blue Print for Wealth (June 18th, 2008)

Joe Young Interviewed on Blue Print for Wealth (November 25th, 2007)

 
HOMEFINANCIAL ADVISORSADVISOR RESOURCES ABOUT VERISCONTACT US
Copyright 2008 Veris Settlement Partners / Website design by Zeus

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.