Funding an MSA with a Structured Settlement: Here’s Why it’s a Smart Option

There are two main funding options when it comes to Medicare Set-Asides: funding with a lump sum or utilizing a structured settlement. A structured settlement can offer a financial advantage over a lump sum. Keep reading to learn why your clients may want to consider funding their Medicare Set-Asides with structured settlements. Settlements and Medicare…

Details

Is a Settlement Planner Necessary When Your Client Doesn’t Want to Structure?

A commonly held belief in the legal community is that settlement planners only provide structured settlement services. Unfortunately, that misconception can lead to missed opportunities to protect claimants’ long-term financial security. While we believe that structures are a valuable financial option for most personal injury settlements, not all cases will be the right fit for…

Details

Which Government Benefits are Affected by a Settlement—and Which Ones Aren’t?

  Last week, the Senate unveiled its new version of the American Healthcare Act (AHCA). The proposed bill includes historically steep cuts to the Medicaid program. But did you know that there are already other circumstances under which an individual may lose Medicaid (Medi-Cal) eligibility—including the acceptance of a lump sum settlement? Whether the AHCA…

Details

Are Factoring Companies Reaching Your Clients With This New Approach?

You’re probably familiar with the television commercials inviting viewers to sell their structured settlements for “cash now.” Factoring companies like the ones you see on television purchase structured settlement annuities in exchange for lump sum cash payments. Recently, one of our team members noticed a new way that factoring companies are trying to reach your…

Details

Don’t Believe Everything You Read About Structured Settlements

There is a wealth of information out there regarding structured settlement annuities. Much of it is informational, and with the help of a trusted advisor, claimants involved in personal injury, wrongful death, and workers’ compensation cases can use a structured settlement to preserve their long-term financial stability. Unfortunately, as is the case with almost any…

Details

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…

Details

Can A Structured Settlement Benefit Claimants of All Ages?

Claimants who will be receiving settlement awards may have questions and concerns about their finances and the well-being of their families.   Whether a claimant is just starting out in life, is an adult with a family of their own, or has been retired for years, each has a unique set of needs. Utilizing a carefully…

Details

Claimants’ Top 3 Settlement Questions, Answered

Depending on the complexity of a claimant’s case, attorneys sometimes spend years working to achieve a positive outcome. While settlement represents the closure of one chapter, it can also bring up a host of concerns for the claimant. Here are three questions we regularly hear from claimants during the settlement process: #1: What is the…

Details