Using Rated Ages to Maximize Structured Settlement Annuity Payouts
Structured settlement annuities are among the safest, most reliable financial options for claimants involved in personal injury cases. By placing settlement proceeds into a structured settlement annuity, the claimant can take advantage of 100% income-tax free payments and a steady stream of income. But did you know that for some claimants, there may be a […]
Did You Just Jeopardize Your Client’s Settlement?
Your client has indicated that they want to structure a portion of their settlement, preferring the long-term financial stability that comes with a structured annuity. The paperwork is prepared and ready to sign. But is it complete? If you haven’t secured the right for your client to structure or included the proper IRS language prior […]
What Types of Cases Can Benefit From a Non-Qualified Settlement?
Structured settlements are a tool for claimants involved personal injury, wrongful death, and workers’ compensation cases. By structuring settlement proceeds into a series of periodic payments, claimants can take advantage of a number of benefits, including a long-term source of tax-free income. But what if your settlement isn’t from an injury case? Can you still […]
Annuities and Structured Settlements: What’s the Difference?
Many people hear the words “annuity” and “structured settlement” and assume they mean the same thing. While annuities and structured settlements do share a number of similar qualities, there are a few distinct differences that set them apart. Here’s a brief overview of each: What is an Annuity? An annuity is a fixed sum of […]
Settlement Planning: A Case Study
Whether your client is a minor child, a working age adult, or an elderly claimant, a settlement planner can be a valuable addition to your team. Unlike a broker or a financial advisor who focuses solely on the finances, a settlement planner takes a more comprehensive approach to settlements, considering additional factors such as living […]
Back to the Basics of Structured Settlements
As you continue to provide the best service and dedication to your clients, it is impossible to know everything that could benefit your client’s ultimate recovery. But what you do need to know is that you have experts available to you that know how to handle various settlement scenarios. A settlement consultant provides you and […]
Settlement Planner Spotlight: Traci Kaas, CSSC, CeFT
Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much as it chose me. I strongly feel that your past shapes your present. There was a time in my life that I would have made different decisions during a […]
A Quick Guide to Determining Case Value
Taking on a new case can involve considerable time and money for a law firm. Depending on the complexity of the case, it can be difficult to decide whether to go to trial or attempt to resolve it at mediation. Determining the case value up front can help you decide on the best course […]
Your Client Says “I Accept” But Your Work Is Not Done
“Once you and your client have signed the settlement agreement, you’re done, right? Not even close. You still have a number of statutory and ethical matters to address to ensure all of your client’s obligations are met and they are as financially protected as possible in the future. Some of your most important responsibilities post-settlement […]
5 Tips for Improving Client Satisfaction in 2017
Whether you are a seasoned attorney or just starting out, you likely understand the importance of keeping a steady stream of satisfied clients. And sometimes it takes a team to keep all clients happy. With that in mind, here are 5 ways your settlement planner can help increase your firm’s standard of client care […]