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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...
Kim’s Story
Reprinted from our October 22, 2014 Newsletter Structured Settlements Changing Lives Several months ago, I shared Robin’s Story with you. Today, I’m pleased to pass along the second in a series of first person testimonials on the benefits of structured settlements, produced...
Master Class Highlights
October 21, 2014 – Last week, I had the great honor of participating in the inaugural class of the structured settlement industry’s newest designation and will soon be able to call myself a . . . Master Structured Settlement Consultant (MSSC) Offered...
IRS on S&P 500 Linked Structured Settlement: It Works!
September 13, 2014 – Every Friday morning, when the Internal Revenue Service releases its written determinations to the public as required by law, not much fanfare is usually made of the event. (Insert chirping crickets soundtrack here) But with the release of...
A True Independence Day
September 12, 2014 – A couple of months ago, while many of us were celebrating Independence Day grilling hot dogs and watching fireworks, retired U.S. Army sergeant Theresa Hannigan was celebrating a very different kind of independence. She was “walking” for the...
Both Sides, Now . . . and Later
I’ve looked at life from both sides now from win and lose and still somehow it’s life’s illusions I recall. I really don’t know life at all. August 29, 2014 – Almost fifty years ago, a blossoming 24-year old singer songwriter just...
Structured Settlement Talk: ABA Journal’s Film Feature Misses One
August 4, 2014 – This month’s ABA Journal has a very engaging cover story about lawyers in movies guaranteed to evoke a few good motion picture memories. Who among us hasn’t borrowed Joe Pesci’s “two Utes” line at least once? But as...
Annuities: The Volatility Antidote
July 14, 2014 – 2013 was a dream year for most people invested in the stock market. And with the bulls still running so far in 2014, people are left wondering just how long King Midas’ reign over Wall Street will last....
Structured Settlement Security
July 12, 2014 – In a world where security means everything and often seems in short supply, it’s reassuring to know the life companies currently offering structured settlements have all retained their “secure” ratings even throughout the dog days of The Great...
Treasury Green Lights New Retirement Safety Net Option
July 1, 2014 – Your retirement safety net options just got a whole lot better. Effective today, 401(k) plan participants now can choose to dedicate a portion of their retirement funds toward the purchase of “longevity insurance,” otherwise known as a deferred...