Structured settlements continue to make up a $5 billion market in the United States. However, that only represents the market for injuries. There is a whole other world and uses for structured settlements that can positively impact your business regardless if your focus is individual or corporate markets. The panel will present the opportunities with today’s structured market with personal injury settlements and nonqualified settlements (nonpersonal settlements). Structured settlements can not only provide valuable benefits to injured individuals but also provide funding for corporate buyouts and succession plans. Attorneys can create future income streams through attorney fee structures as well. Creativity is key in providing benefits to beneficiaries and knowledge in the structured market place is critical to success.
Attendees will learn:
- The advantages of qualified personal injury settlements.
- Proper uses of non-qualified settlements for business and personal benefits.
- Holistic planning opportunities associated with structures.
- How to build relationships with attorneys and create referrals from attorneys.
Mike McGlothlin, CLU, ChFC, CFP, LUTCF
Executive Vice President of Retirement Products
Phil Krause, CSSC, CLMP
Managing Director of Strategic Planning
National Sales Director of Pension Risk Transfers and Structured Settlements
Lynne Martel, MBA
Havelet Assignment Company
Matthew Harrison, LL.B
Havelet Assignment Company
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1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for. Credits are pending approval.
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