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Earn Tax-Advantaged Supplemental Income Without Lifting a Finger
August 20, 2019
Providing Additional Income for Clients Who Are Unable to Work
October 21, 2019

Protecting Your Claimant From Market Volatility

September 12, 2019
Protecting-Your-Claimant-From-Market-Volatility

When a claimant is about to receive a settlement, the overriding concern is to make sure the money provides for their needs as long as possible – often for the rest of their life. The structured settlement annuity accomplishes this elegantly.

Both the term and the rate of return for a structured settlement annuity are locked in, and payments are guaranteed1, so when the market drops – even in a recession – the structured settlement payments remain unaffected.

With no overhead fees, structured settlements often yield returns competitive with traditional investments. Structured settlement annuities are issued by highly rated life insurance companies, making them one of the safest, most attractive financial vehicles available.

Certain life companies also offer a rider that provides the opportunity for additional growth based on the S&P 500, without the potential for market loss.

It’s critical to help claimants see how quickly settlement money can vanish if at least a portion of it isn’t placed into a structure that will provide stable, long-term income. Part of the process is to provide financial education to help claimants understand how a structured settlement protects them, their lifestyle and their family from market volatility and unchecked spending.

Claimants who have the ability to incur a degree of market-related risk may also want to consider combining a structured settlement annuity with a market-based structured settlement program. Such an approach creates a truly balanced settlement solution.

Claimants have a one-time opportunity to structure their settlements. The decision must be made before settlement, and the settlement agreement must include the proper language. I walk each client through the various settlement options, helping establish realistic expectations and ensuring that a proper plan is in place to preserve the settlement proceeds.

Contact Us Today

At Kaas Settlement Consulting, our goal is to help claimants live comfortably and not worry about having enough money to meet their basic needs 5, 10 or 15 years from now. Contact Kaas Settlement Consulting today to take the next steps to protect your clients and your practice.

1 Guarantees are subject to the claims-paying ability of the issuing insurance company.

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