Financial Advisor Information
“Financial professionals need to understand this market and the opportunities and obligations it brings them.”
Some of the Articles Written by the Veris Directors
To download the articles below, right click on the link and select 'save target as' to save it to your computer. You can view the article by clicking on the link.
Articles & News
|HOMEFINANCIAL ADVISORSADVISOR RESOURCES ABOUT VERISCONTACT US|
|Copyright 2013 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.