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 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

“Veris was a valuable asset in helping me sell my life insurance policy and I feel a great deal of relief in no longer having to keep that policy in-force. I’m very grateful for all their hard work and recommend Veris very highly.”

– Raymond Newswanger

“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