Submission Packages

Submission Packages

“Veris is a partner I am comfortable introducing to my most valued clients.”
– Paul Gomperz, President, Volunteer Benefit Systems

Case Submission Packages

CLICK HERE to download the case submission package .PDF for the policy owner’s state (individual, trustee or business).

Small Case Submission Package

CLICK HERE to download the case submission package .PDF for cases less than $500,000 of death benefit.

Alaska

Currently not licensed in this state.

Colorado

Currently not licensed in this state.

Kansas

Currently not licensed in this state.

Maine

Currently not licensed in this state.

Montana

Currently not licensed in this state.

Nebraska

Currently not licensed in this state.

Nevada

Currently not licensed in this state.

North Dakota

Currently not licensed in this state.

Ohio

Currently not licensed in this state.

Oklahoma

Currently not licensed in this state.

West Virginia

Currently not licensed in this state.

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.