Financial Advisor Information
The secondary market in life insurance policies is good for consumers.”- The Economist 

Idaho: Advisor Forms

Click on the link(s) below to view form or 'right click' then 'save target as' to save the .pdf file to your computer.

PDF Form(s) for Idaho

Please complete one of these forms:

Veris submission packageVeris Submission Package-For all face amounts above $500,000.

Small face underwriting supplementVeris Small Face Form-For face amounts from $100,000-500,000.

 

 
Website Design by Zeus  
HOMEFINANCIAL ADVISORSADVISOR RESOURCES ABOUT VERISCONTACT US
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.