MARKET-BASED STRUCTURED SETTLEMENTS

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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.

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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

FOR ATTORNEYS

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!