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, many find it difficult to determine the best course of action for managing the funds. Traditional financial advisors may be missing out on a key aspect of this process […]

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 […]

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 may prevent claimants from considering this approach or worse, may prevent their attorneys from even recommending a structured settlement in the first place. MYTH #1: Only minors, disabled adults, […]