The Attorney's Indispensable Partner

Pre-Settlement Services

• Develop financial and capital needs analyses
• Calculate actual present value cost
• Coordinate the settlement with public assistance (SSI/SSDI, Medicaid/Medicare) and/or private benefit programs
• Identify appropriate support groups and other assistance programs
• Apply for medical age ratings based on impaired life expectancy
• Consider estate planning issues such as taxes and/or replacing caregiver(s)
• Design creative settlement proposals to match the claimant's need
• "Shop the market" for best annuity benefits

• Evaluate structured settlement annuity offers from opposing counsel
• Avoid constructive receipt
• Offer full structured settlement annuity and government bond program placement
• Offer alternatives to structured annuities and bond programs
• Provide instructions and guidance for completion of settlement documents

• Provide expert financial testimony
• Attorney/claimant communication
• Coordinate receipt of future periodic payments

Our services are usually provided at no cost to you or your client. As licensed brokers, we are entitled to receive commissions on annuities and other investments directly from life insurance companies and/or investment program sponsors.