2014 Reflections, 2015 Intentions

December 24, 2014 – A year ago, we prognosticated that 2014 would be “the year of the annuity” based on financial articles we were reading at the time.

Boy, was it ever!

Thanks to the faith and confidence our loyal clientele continue to place in us, 2014 was Finn Financial Group’s BEST YEAR EVER in terms of number of people we were able to help and number of structured settlement and other specialty annuities we placed on their behalf. This past year:

We helped claims associates close files while cost-effectively satisfying their obligations under the Medicare Secondary Payer Act;

We created dozens of structured settlements for minors which will help parents put their children through college;

We designed income tax-free settlement cash flows, many coordinated to work hand-in-hand with Special Needs Trusts to maximize their value, that will help catastrophically injured plaintiffs live their lives free of financial worry;

We designed and conducted training seminars and webinars for casualty companies, the CPCU Society, attorney groups and private law firms;

We helped plaintiff attorneys save money on taxes and secure their own futures by helping them structure their attorney fees;

We analyzed and evaluated options for baby boomers seeking to lock in their own future guaranteed cash flows with retirement funds and savings they didn’t want to risk losing and wrote a lot about the choices they face in The Finn Blog’s retirement section;

I personally re-dedicated myself to educational excellence with the goal of better serving my clients by earning my Retirement Income Certified Professional® designation through The American College and enrolling in the inaugural Master Structured Settlement Consultant course through the National Structured Settlements Trade Association.

All this in addition to the numerous mediations attended, consultations conducted, and questions answered combined to make this one very successful year.

We are extremely honored and grateful for the opportunities you give us to be of service.

Next Year?

So if 2014 was the year of the annuity, what does 2015 hold in store annuity-wise?

I’m so glad you asked! Look for:

Longevity Annuities – We wrote about this our July 1, 2014 Finn Blog right after the U.S. Treasury announced longevity annuities were going to be an official part of the retirement landscape. Fortune also has an article this month entitled “Why 2015 is the year for longevity annuities.”

Fixed Indexed Annuities – The Insured Retirement Institute (IRI) believes this market-linked hybrid is poised to be a “bright spot” in annuity selection during the coming year.

Widely available for those doing regular retirement planning, earlier this year we told you about an indexed-linked structured settlement and structured attorney fee option, offered by Pacific Life, available to our clients who are settling personal, physical injury claims.

Oh, there will be more. And we pledge to stay on top of it. Whatever the year, whatever your need, rest assured we’re committed to being here to help you.

“Helping people with their guaranteed cash flow needs. That’s what we’re all about.”

So as the 2014 Structured Settlement and Annuity season draws to a close, we leave you with all best wishes for a most joyous holiday season and a healthy, happy and very successful year ahead.