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 - The Secondary Market -August 26, 2014-Don't Overlook a Life Insurance Policy in Helping Your Clients Increase Retirement Assets

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -August 14, 2014-The Life Settlement Market Has Bounced Back With New Capital

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -August 5, 2014-You Need to Discuss Life Settlements With Elderly Insureds As Part of Your Fiduciary Responsibility

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -July 22, 2014-Life Settlements HaveBeen Perfectly Legal For Over a Century

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -July 3, 2014-Agents Need to Disclose the Life Settlement Option, According to Ruling in California Court Case

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -June 12, 2014-Three New Reasons That Advisors Are Pursuing Life Settlements For Their Clients

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -March 12, 2014-Veris Working With a Funder Who Does Not Need Life Expectancies Upfront on Guaranteed UL Policies

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market -February 12, 2014-Market Forecast For Life Settlements in 2014 and Beyond

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - January 16, 2014-Phoenix Life Insurance Policies Now Have a Market

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - December 19, 2013-The Whole Life Policies That You Could Never Sell Are Now Able to Be Sold

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - December 16, 2013-Working With a Buyer Seeking Return of Premium Policies

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - December 13, 2013-Veris Working With a Fund Buying Policies With No Medical Records or Life Expectancies

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - October 10, 2013-Capital is Greater Than the Number of Policies For Sale in the Market

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - September 10, 2013-New Medicaid Law in Texas Recognizes the Value of Life Settlements

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - August 26, 2013-Do Your Elderly Clients Have Policies They Cannot Afford But Who Still Need Insurance Protection?

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - August 12, 2013-What to Look For When Going Through Your Block of Business for Policies That Are No Longer Needed or Wanted

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - August 5, 2013-Veris Settlement Partners is "Bringing Liquidity to Life"

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - July 24, 2013-Road Map to a Successful Life Settlement

Bringing Life Settlements to Small Face Policy OwnersShorrock - The Secondary Market - July 11, 2013-Eight Exciting Reasons to Offer Life Settlements

Bringing Life Settlements to Small Face Policy OwnersShorrock - November 2012 -Life Insurance is a Possible Solution to the Impact of a Devastating Long-Term Care Expense

Bringing Life Settlements to Small Face Policy OwnersDorsett - Life and Health Pro - May 2, 2012-Current Assumption UL Policies and Life Settlements: Made For Each Other

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Oct. 2011-Why Life Insurance and Life Settlement Companies Should Work Together

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Aug. 2011-New Funding Recently Entered the Market

Bringing Life Settlements to Small Face Policy OwnersDorsett - Life Insurance Selling-July 2011-The Role of the Broker in Today's Life Settlement Market

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -May 2011-An Investor's Perspective on Life Settlements

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Apr. 2011-Premium Financed Policies

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Mar. 2011-Placing a Value on Your Life Insurance Policy

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Feb. 2011-Accept Quality Offers While You Can

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Jan. 2011-Consumers Are Winners in New York's Kramer Ruling

Bringing Life Settlements to Small Face Policy OwnersShorrock - Financial Advisor -Dec. 2010-Do Multiple Life Settlement Brokers Produce Multiple Offers?

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


 

 

   
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.