Financial Advisor Information
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"Financial professionals need to understand this market
and the opportunities and obligations it brings them.”
Understanding Policy Brokerage
Veris uses its knowledge and expectations, which come from experience, to drive competition in the market for insurance policies. An insurance policy is a valuable asset to be sold competitively, and the brokers at Veris offer life settlements to make sure that their valued customers don’t settle for anything less than what they deserve. Additionally, Veris runs a Life Policy Value Analysis program, which confirms expectations by calculating the anticipated investor returns on purchased policies. This proprietary program offers a sense of security for the benefit of our clients. As senior policyholders become aware of the value of their life insurance policies as an asset, they look to Veris Settlement Partners, Inc. for representation in order to benefit from the relationships that Veris has created through its years of experience. Veris has established a good reputation in the marketplace and is trusted to provide clients with competitive offers and high quality service.
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Veris Settlement Partners, Inc. understands the competitive nature of the market and takes advantage of their broker’s expertise to guide policyowners to ensure the highest possible value for a policy.| Website Design by Zeus |  |
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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.