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…

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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…

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