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Planning Opportunities with Structured Settlements

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Description

FSP Members, the archived video recording is available for two years and can be viewed here in the members only area.

Sponsored by:

 

Program Overview

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.

Featured Speakers:

 

 

Mike McGlothlin, CLU, ChFC, CFP, LUTCF

Executive Vice President of Retirement Products

Ash Brokerage

 

 

 

 

 

Phil Krause, CSSC, CLMP

Managing Director of Strategic Planning

Ringler Associates

 

 

 

  

 

Steve Pilger

National Sales Director of Pension Risk Transfers and Structured Settlements

Ash Brokerage

 

 

 

 

Lynne Martel, MBA

Havelet Assignment Company

 

 

 

Matthew Harrison, LL.B
Havelet Assignment Company

Partners of FSP