Skip to main content
  • Secure Income. Benefits Protected.
    Comprehensive Settlement Planning

    Refer a Case

Before a Settlement Agreement is executed, please keep in mind:

Preserve your client’s Option to Structure their Settlement

Let Defense know that Claimant’s may desire to Structure some or all of their settlement, and Attorney may desire to Structure some or all of their attorney fee.
Preserve Claimant's option to Structure their Settlement, by making the option a term and condition of the settlement!

Qualified Assignment, and custom Structure language must be incorporated into the Settlement Agreement and Release

The parties must all agree to execute a Qualified Assignment, which is in addition to the Settlement Agreement and Release. The Settlement Agreement must contain the custom Structured Settlement language that is predicated upon the specific Structured Settlement plan that was selected by the Claimant.

There can be NO Constructive Receipt of Settlement funds that are to be Structured

The settlement funds that are intended to be Structured must be sent to the Structured Settlement Specialist.  The check will be made to an Assignment Company. The Assignment Company will purchase an "annuity" from a designated Life Insurance Company.
The Life Insurance Company will provide the Periodic Payments to the Claimant.
 

Testimonials