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Sam Nelson

June 7, 2017

What is a Certified Financial Transitionist®- and How Can Your Clients Benefit from Using One?

When an individual suddenly receives a large sum of money, it can be overwhelming. Even if the influx of money is the result of positive circumstances, […]

February 13, 2017

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 […]

March 28, 2016

Don’t Fall for These 6 Structured Settlement Myths

Structured settlements provide claimants involved in certain types of cases with a valuable tool for financial stability. Unfortunately, there are a number of myths that […]