 |
Carola Davis is an experienced insurance professional,
specializing in designing and structuring settlements for
personal injury cases, clients with special needs, and
taxable payouts to avoid higher tax brackets. She has more
than 25 years of diversified insurance experience and 11
years specializing in structured annuity business. Her broad background
in structured settlements, litigation
support, and estate tax issues brings an invaluable asset to
the settlement table. She is licensed in Life and Health,
Disability, and Structured Annuities.
Ms. Davis works with attorneys, claims personnel and risk
managers to effectively design and negotiate structured
settlements in a wide range of areas. Her personal
experience with Special Needs Trust assists the attorneys in
reaching settlement when SSI and Medicaid benefits are
involved, with consideration to coordinating government
benefits. She also assists the attorney in determining
accurate distributions to meet the needs outlined in Life
Care Plans and documenting the file with highest due
diligence for structured annuity.
She is a member of the International Association for
Financial Planning and a member of the
National Structure
Settlement Trade Association.
| Address |
P.O. Box 311061
New Braunfels, Texas 78131-1061
|
| Phone |
(210) 805-8704
(830) 609-5555
|
| FAX |
(830) 609-1349
|
| Voice Pager |
(800) 810-7549
|
| Email |
carola@davissettlementpartners.com
|
|
 |