MARKET-BASED STRUCTURED SETTLEMENTS
WHAT IS A MARKET-BASED STRUCTURED SETTLEMENT?
It is our goal to ensure you have options with your settlement money. A market-based structured settlement is a great way to achieve maximized financial security & growth potential for attorneys with a higher risk tolerance.
With considerable design flexibility, market-based structured settlement options enjoy the same guaranteed tax-free, or tax-deferred, benefits of a traditional structured settlement annuity, with the upside potential of market-driven growth and partnership with your financial advisor or a reputable financial institution.
HOW DOES IT WORK?
Market-based structured settlement plans place your settlement funds, whether from a physical injury or non physical injury claim, in a fully customizable marketbased investment portfolio, rather than a traditional, fixed annuity. The decision to utilize a market-based structured settlement must be made prior to finalizing the settlement agreement. As your brokerage team, we will work in partnership with your financial advisor, or a reputable financial institution, to ensure maximum potential before locking in the agreement.
WHAT ARE THE BENEFITS OF THIS OPTION?
Market Based Growth & Return can result in higher overall yields
Management of portfolio by a reputable financial institution or advisor
100% TAX FREE for physical injury claimants
100% TAX DEFERRED for non physical injury claims
Market-Based Structured Settlements are a great way to defer the income tax penalty on your contingency fees. Place your funds in a market based portfolio, managed by your financial advisor, and enjoy the benefits of higher returns, pre-determined payment periods and lower taxable income.
We’d love to work with you!