Market-Based Structured Settlements

MARKET-BASED STRUCTURED SETTLEMENTS

Sage Settlement Consulting is committed to providing plaintiff attorneys and their clients with innovative financial solutions. To that end, we work with reputable partners to provide market-based structured settlements as an alternative to or in combination with life insurance-based structured settlement programs.

Learn more about how our team of settlement planners can help you by contacting us online!

Why Choose a Market-Based Structured Settlement?

Many claimants and attorneys find that market-based structured settlements provide the opportunity to receive tax-free income or tax-deferred income while enjoying market-driven growth potential.

Within a market-based structured settlement, there is considerable flexibility of design to allow for individualized planning with no contribution limit. Market-based structured settlements can work in conjunction with structured settlement annuities to create a truly balanced settlement solution.

Market-Based Structured Settlement vs Life Insurance-Based Settlement

A market-based structured settlement uses investments in the financial markets (like stocks or bonds) to fund the settlement, offering higher growth potential and flexibility. Life insurance-based settlements rely on fixed annuities from life insurance companies, which provide less flexibility and generally lower returns.

Market-Based Structured Settlements for Claimants

Market-based structured settlements for claimants operate much like structured settlement annuities, yet with a market-based investment portfolio serving as the financial vehicle, rather than an annuity.

Claimants who elect to place their personal injury settlement proceeds in a market-based structured settlement will enjoy the same income tax-free treatment associated with structured settlement annuities.

Claimants who utilize market-based structured settlements for non-personal injury settlement funds will have the opportunity to defer taxes on their payments until the years in which the payments are received. Investments can be managed by a reputable financial institution or by the claimant’s financial advisor.

Market-Based Structured Settlements for Attorneys

Market-based structured settlements allow attorneys to invest their contingency fees in a portfolio with tax-deferred, market-related returns. As is the case with market-based structured settlements for claimants, the funds can be managed by a financial institution or by the attorney’s own financial advisor. Payments will be received on a pre-determined periodic payment schedule, with tax obligation being spread out over the course of the payments.

Further Reading on Market-Based Structured Settlements:

Contact us to learn more about how our market-based structured settlement services can help you!

 

See What clients Are Saying

    “I highly recommend Lance and will use him again on other structured settlements.”
    “

    I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

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    - Marcus J. Bradley, Marlin & Saltzman
    “Simply said, I put my faith in Scott to do what is right for my clients.”
    “

    I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

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    - Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP
    “Jennifer, you certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client”
    “

    You certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client. Thanks for all your hard work on this case.

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    - Robert Molettiere, Moletteire & Torpy
    “Need the BEST? Look no further than Susan Gleason!”
    “

    Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
     

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    - Paige W
    “With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”
    “

    From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

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    - Attorney Richard M. Kenny
    “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”
    “

    They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

    ”
    - Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
    “I would highly recommend Christina to anybody in need of an experienced settlement planner.”
    “

    Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

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    - Mitchell Proner, Proner & Proner | New York City, NY
    “I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”
    “

    Any time that I'm in need of a structured settlement proposal for one of my clients George Audi is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable s

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    - Lawrence M. Kelly, Luxenberg Garbett Kelly & George | New Castle, PA

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