Understanding Policy Brokerage

Understanding Policy Brokerage

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

As Life Settlement has become a more common transaction, the market for this product has become increasingly competitive. That’s good news for policyholders and their financial advisers who can rely on the expertise of Veris Settlement Partners to guide them to the maximum possible value for their policy.

Good news, too, for brokers who can take advantage of Veris’s experience to win more business and close more deals.

Additionally, Veris runs a Life Policy Value Analysis program based on our experience, which calculates the anticipated investor returns on purchased policies and establishes a benchmark for policyholders, advisers, invstors and brokers as they begin the life settlement process. This is a proprietary program that offers a sense of security for the benefit of our clients.

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.