• Structured Settlement Annuities-

A structured settlement annuity allows a claimant to receive all or a portion of a personal injury, wrongful death, or workers’ compensation settlement in a series of income tax-free periodic payments. Structured settlements may also be used in non-physical injury settlements so that clients may receive tax-deferred income instead of receiving an immediate and fully taxable lump sum settlement payment.

• Non-Qualified Structured Settlements (for non-physical injury cases)-

Certain types of settlements do not qualify for income tax exclusion via a traditional structured settlement annuity. Fortunately, a non-qualified structured settlement annuity offers guaranteed, tax-deferred payments for a wide range of cases.*

• Attorney Fee Deferral Strategies-

Plaintiff attorneys have the unique ability to place all or a portion of their contingency fees in several types of tax-deferred vehicles. By electing to defer fees, an attorney also defers the tax obligation until the year(s) in which payments are received

*Guarantees are based on the claims-paying ability of the issuing insurance company.