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

- Trust & Estates

Testimonials

Financial Advisors

"Our life settlement business has grown considerably since we started doing business with Veris. Their knowledge, expertise and professionalism have given us the confidence to approach and present our clients with settlement options. It's truly been win-win for both our clients and our agency."

-Bob Parmett, President, The Parmett Group

“Veris is a partner I am comfortable introducing to my most valued clients.”

-Paul Gomperz, President, Volunteer Benefit Systems

“I have been in the business over 30 years and Steve Shorrock is as bright and creative thinker as anyone I’ve ever worked with. He’s a true professional and it’s a pleasure doing business with him.”

-Bill Benedict, Vice President, Jack Quinnan Associates

"It is a pleasure working with Joe Young and Veris. Their professionalism and hands on support is why we choose to work with them.  They always provide a great service for our clients."

- Roy Dixon, Partner, Planning Solutions Group

Policyowners

“I thought, Wow, what an incredible way to put a value on this (asset).”

- Stephen Ellis, policyowner and Veris client quoted in the Wall Street Journal, November 26, 2007

““I am glad I had the opportunity to learn about this new financial planning and charitable giving tool. This proved to be a transaction that was very satisfying for both the donor and the university.” 

- Jane Kolson, Associate Vice President of Development at The George Washington University

Industry Leaders

“…Their collective knowledge and experience in the insurance industry as not only adding value to each transaction, but also as an asset to the ever-evolving life settlement industry.”

-Meir Eliav, life settlement industry pioneer and Founder and President of provider Legacy Benefits Corporation

“Veris’ life insurance expertise is what sets them apart.”            

-Steve Shapiro, President & CEO of provider Q Capital Strategies           

 
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.