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Chesapeake Financial
Settlements, LLC.

240.403.1509 office
888.358.2588 toll free
240.314.0751 fax

 


 

Chesapeake Financial Life Settlement Affiliations

Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) was founded in 1995 as a non-profit trade association for members of the the viatical and life settlement industry, associated businesses and consumers. It is the oldest and largest association in the business. The LISA complies fully with all applicable laws, anti-trust laws, federal, state and local laws and all trade regulations and legal requirements.

Since its inception, the LISA has been a leader in promoting responsible legislation and regulation of the industry. It has contributed conceptual and detailed language to actual laws governing the industry in most states throughout the United States.

These efforts have resulted in improved public information, public awareness and created a competitive market place for the purpose of serving the consumer a valuable financial service.

life insurance settlement affiliations read press release (pdf)

The Financial Planning Association of the National Capital Area Chapter (FPA NCA) is the preeminent organization for financial planning professionals in the Washington, DC area including the District of Columbia, suburban Maryland and Northern Virginia.

The FPA NCA provides a forum for education and career development for its members while adhering to the highest ethical and professional standards.

As a Gold Sponsor, Chesapeake has participated in numerous FPA programs as a presenter or round table discussion leader. The goal is to educate the leading financial professionals in the National Capital Area on the life settlement marketplace and the new planning opportunities that it may provide their senior citizens.

life insurance settlements read press release (pdf)

National Ethics Bureau

The National Ethics Bureau™ is an independent organization that promotes consumer confidence by providing a one-stop source to verify the business ethics of insurance and financial advisors. All of their approved members have successfully passed the Ethics Check System™, a series of comprehensive background checks for criminal, civil, and business violations.

They are also advocates for professional ethics and consumer protection in financial services. Through newsletters, bulletins, and web site, show advisors how to maintain ethical business practices and consumers how to protect themselves against insurance and investment scams.

NEB is not a financial marketing organization. They do not sell or endorse insurance or securities products. Nor do they receive commissions, referral payments, or other financial considerations from approved members or sponsors that sell such products.

In short, their mission is to protect consumers from unethical insurance and financial advisors, while helping trustworthy advisors become more successful by doing what's right.


The Association for Advanced Life Underwriting (AALU)
- The mission of AALU is to promote, preserve and protect advanced life insurance planning for the benefit of our members, their clients, the industry and the general public.

NAIFA insurance settlements

The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 62,000 insurance and financial advisors nationwide, through its federation of over 770 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. Explore this section to learn more about us.

* Chesapeake Financial Settlements, LLC and/or one of its principals is a member or partner of the above organizations

 
Life Insurance Settlements
 

Chesapeake Financial Settlements, LLC is a multi-state viatical and life settlement broker.  Services are not available in all States.  Call to confirm available jurisdictions.  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.  Chesapeake Financial Settlements, LLC is not a viatical or life settlement provider. The settlement of any variable life insurance policy must occur through a Registered Securities Broker and his/her Broker/Dealer.  Joseph M. Young, a Principal of Chesapeake Financial Settlements, LLC, offers securities through the Riderwood Group, Inc. (RGI), Member of FINRA/SIPC.  Chesapeake Financial Settlements, LLC is independent of RGI.I LEGAL USE I