Articles & News

Articles & News

“Financial professionals need to understand this market and the opportunities and obligations it brings them.”
– Trust & Estates

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Where Do Life Settlements Fit for Agents and Financial Advisors?
– March 6, 2018

Veris Life Settlements Flyer
– July 28, 2017

Start the New Year By Offering a New Service to Your Clients
– July 27, 2017

Unlock The Potential of Your In-Force Block of Business
– July 26, 2017

Do Your Elderly Clients Have Policies They Can No Longer Afford But Still Need Life Insurance Protection?
– July 25, 2017

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

The Life Settlement Market Has Bounced Back With New Capital
– The Secondary Market | August 14, 2014

You Need to Discuss Life Settlements With Elderly Insureds As Part of Your Fiduciary
– The Secondary Market | August 5, 2014

Life Settlements HaveBeen Perfectly Legal For Over a Century
– The Secondary Market | July 22, 2014

Agents Need to Disclose the Life Settlement Option, According to Ruling in California Court Case
– The Secondary Market | July 3, 2014

Three New Reasons That Advisors Are Pursuing Life Settlements For Their Clients
– The Secondary Market | June 12, 2014

Veris Working With a Funder Who Does Not Need Life Expectancies Upfront on Guaranteed UL Policies
– The Secondary Market | March 12, 2014

Market Forecast For Life Settlements in 2014 and Beyond
– The Secondary Market | February 12, 2014

Phoenix Life Insurance Policies Now Have a Market
– The Secondary Market | January 16, 2014

The Whole Life Policies That You Could Never Sell Are Now Able to Be Sold
– The Secondary Market | December 19, 2013

Working With a Buyer Seeking Return of Premium Policies
– The Secondary Market | December 16, 2013

Veris Working With a Fund Buying Policies With No Medical Records or Life Expectancies
– The Secondary Market | December 13, 2013

Capital is Greater Than the Number of Policies For Sale in the Market
– The Secondary Market | October 10, 2013

New Medicaid Law in Texas Recognizes the Value of Life Settlements
– The Secondary Market | September 10, 2013

Do Your Elderly Clients Have Policies They Cannot Afford But Who Still Need Insurance Protection?
– The Secondary Market | August 26, 2013

What to Look For When Going Through Your Block of Business for Policies That Are No Longer Needed or Wanted
– The Secondary Market | August 12, 2013

Veris Settlement Partners is “Bringing Liquidity to Life”
– The Secondary Market | August 5, 2013

Road Map to a Successful Life Settlement
– The Secondary Market | July 24, 2013

Eight Exciting Reasons to Offer Life Settlements
– The Secondary Market | July 11, 2013

Life Insurance is a Possible Solution to the Impact of a Devastating Long-Term Care Expense
– November, 2012

Current Assumption UL Policies and Life Settlements: Made For Each Other
– Life and Health Pro | May 2, 2012

Why Life Insurance and Life Settlement Companies Should Work Together
– Financial Advisor | October, 2011

New Funding Recently Entered the Market
– Financial Advisor | August, 2011

The Role of the Broker in Today’s Life Settlement Market
– Life Insurance Selling | July, 2011

An Investor’s Perspective on Life Settlements
– Financial Advisor | May, 2011

Premium Financed Policies
– Financial Advisor | April, 2011

Placing a Value on Your Life Insurance Policy
– Financial Advisor | March, 2011

Accept Quality Offers While You Can
– Financial Advisor | February, 2011

Consumers Are Winners in New York’s Kramer Ruling
– Financial Advisor | January, 2011

Do Multiple Life Settlement Brokers Produce Multiple Offers?
– Financial Advisor | December, 2010

Good Life Settlement Cases Are Finding Offers Once Again
– Financial Advisor | August, 2010

The Taxation of Life Settlements
– Financial Advisor | July, 2010

Which Policies Work as Life Settlements?
– Financial Advisor | March, 2010

How New York’s New Life Settlement Regulation Affects Financial Advisors
– Financial Advisor | February, 2010

Life Settlement Regulation Approved in New York State
– Financial Advisor | January, 2010

The Life Settlement Option: Communication to Seniors Needs to Improve
– Financial Advisor | November, 2009

The Life Settlement Business After the Storm
– National Underwriter | October 19, 2009

Some Insureds Now Receiving Smaller Paid-Up Insurance Policies From Life Settlement Transactions
– Financial Advisor | October, 2009

Life Settlement Marketplace: After the Storm
– Financial Advisor | September, 2009

Small-Face Life Insurance Policies Now Being “Settled”
– Financial Advisor | July-August, 2009

Bringing Life Settlements to Small Face Policy Owners
– Financial Advisor | April, 2009

Life Settlements: Putting the Pieces Together
– Advisor Today | March, 2009

Seniors Turning to Life Insurance Policies for Needed Cash
– Financial Advisor | March, 2009

Best Practices for Life Settlements
– Wealth Management Business | February-March, 2009

Unlocking the Value in Business Insurance
– Financial Advisor | February, 2009

Start the New Year by Offering a New Service
– Financial Advisor | January, 2009

How to Order Illustrations for Life Settlements
– Financial Advisor | December, 2008

Using a Life Settlement Along With a SPIA to Provide Lifetime Income
– Financial Advisor | November, 2008

The Vast Difference Between Life Settlements and STOLI
– Life Insurance Selling | October, 2008

How Life Settlements Became an Integral Part of the Financial Services Industry
– Financial Advisor | September, 2008

Tough Times Have More Seniors Looking for Needed Cash
– Financial Advisor | August, 2008

Using Life Settlements for Charitable Giving
– Financial Advisor | July, 2008

Using Life Settlements to Fund LTC Needs
– Financial Advisor | May, 2008

Life Settlements on Premium Financed Policies
– Financial Advisor | April, 2008

Which Types of Policies Work Best?
– Financial Advisor | March 2008

How to Choose the Right Life Settlement Broker
– Financial Advisor | January, 2008

Get More for Your Policy
– Guide to Retirement Living | Winter, 2008

Setting Client Expectations
– Financial Advisor | December, 2007

Best Practices
– Financial Advisor | November, 2007

Life Settlement Regulation
– Financial Advisor | September, 2007

Life Settlements
– The Bulletin | September, 2007

Reconnect With Clients By Selling Them New Services
– Financial Advisor | June, 2007

Life Settlements are Consumer-Friendly All Around
– Financial Advisor | May, 2007

Tap the Hidden Value of Your Life Insurance to Pay LTC
– MD LifeSpan | December, 2006

Life Settlements – Providing Attorneys New Solutions and New Responsibilities
– Bar Association of MC Newsletter | June, 2006

Life Settlements Migrate Into Business Market
– Life & Health Advisor | January, 2006


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 two directors as individuals, may be licensed as a life settlement broker or viatical settlement broker, or may be able to broker a life insurance policy owned by a resident of most states. For a list of states and licensing call Veris. 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.