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Vertical/Life Settlement Providers Annual Statement Mike DeWine, Governor Jon Hosted, Lt Governor Judith L. French, DirectorOffice of Risk Assessment, 50 W Town Street, 3rd Floor Suite 300, Columbus
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Individuals who have entered into a viatical life settlement agreement and are required to provide annual updates to the settlement provider.
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Viatical settlement providers who need to keep accurate records and documentation of their clients' policies and settlements.
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The viatical life settlement providers annual report is a document that providers must submit to regulatory authorities detailing their activities, financial status, and compliance within a specific reporting period.
All licensed viatical life settlement providers operating within the jurisdiction that mandates annual reporting are required to file this report.
To fill out the viatical life settlement providers annual report, providers must provide specific financial information, operational details, and compliance data as outlined in the reporting guidelines issued by the regulatory authority.
The purpose of the viatical life settlement providers annual report is to ensure transparency in the operations of providers, to help maintain regulatory oversight, and to protect consumers by providing authorities with a clear picture of the industry.
The information that must be reported includes financial statements, details on the number and type of life settlements issued, compliance with regulations, and any other relevant operational metrics.
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2024 2023 ohio wisconsin viatical licensee ins7248 dewine jon husted 3rd viator undersigned allocated attn aggregate subscribed providers domicile settlements gov herein pursuant certify notarized preceding unsettled notary expires revised duly provider i

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