Licenses & Disclosures

Last updated: April 30, 2026

About Valeris Financial Group

Valeris Financial Group is an independent insurance agency. We are appointed with multiple insurance carriers and offer life insurance, annuity, and related products through licensed insurance agents. We do not provide investment advisory services and do not sell securities.

Licensing

All insurance products are sold by individuals who hold an active resident or non-resident insurance producer license in the state where the product is offered. Specific license numbers, National Producer Numbers (NPNs), and the full list of states in which our agents are licensed are available on request — please contact us at (407) 640-1103 or info@valerisfinancialgroup.com.

How to Verify a License

You can verify any insurance agent's license through your state's department of insurance. The National Association of Insurance Commissioners (NAIC) provides a producer lookup tool: https://nipr.com/help/look-up-your-national-producer-number

Carrier Appointments

As an independent agency, Valeris Financial Group represents multiple insurance carriers. Specific carrier appointments and product availability vary by state, agent, and product line. We are happy to provide a list of carriers we are appointed with on request.

Product Disclosures

Insurance products are subject to underwriting approval by the issuing carrier. Premiums, features, riders, and benefits vary by product, carrier, age, health, and state. Annuities and life insurance products may include surrender charges, fees, and other limitations described in the policy or contract. Guarantees are subject to the claims-paying ability of the issuing insurance company. Read the policy or contract carefully before purchasing any product.

Valeris Financial Group does not provide tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.

Compensation

As an independent insurance agency, we are compensated by the insurance carriers whose products we sell, typically through commissions and, in some cases, additional incentive compensation. Specific compensation information for any product can be provided on request.

Filing a Complaint

If you have a complaint or concern about a product we have sold or our service, please first contact us at (407) 640-1103 or info@valerisfinancialgroup.com so that we can address it. You also have the right to file a complaint with your state's department of insurance.

Contact

Valeris Financial Group
Phone: (407) 640-1103
Email: info@valerisfinancialgroup.com