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2015 Interest Rates Survey
September 28, 2015 – If you’ve been sitting around waiting for interest rates to rise in a meaningful way sometime soon, a recent report from the Executive Office of the President of the United States might give you an unhappy pause. Not...
When You’re Sixty-Four
September 14, 2015 – Even some of the staunchest Beatles fans are surprised to learn that one catchy tune from the Sgt. Pepper’s Lonely Hearts Club Band album about reaching a certain age was one of the first songs Paul McCartney ever...
EBRI Conclusion: Annuities = Good
September 10, 2015 – Despite ongoing efforts by many in the financial planning community-at-large to downplay the importance of annuities in helping people address their retirement financing challenges, unbiased research keeps surfacing, leading astute retirees and retirees-to-be to the exact opposite conclusion:...
Structured Settlement Usage Improves in 2015
September 3, 2015 – Of the nine categories of fixed annuities tracked by LIMRA Secure Retirement Institute, only one has shown a positive trend over 2014: Structured Settlements. An estimated 46.2 billion dollars’ worth of fixed annuity contracts were issued through the...
Mastering Structured Settlements
August 18, 2015 – In furtherance of our ongoing commitment to do our absolute best to help clients navigate the complex and often daunting personal injury pre-and-post-settlement resolution process, I’m proud to announce today that I am officially among the first in...
Structuring for Life (Insurance)
July 29, 2015 – Investors call it leverage. Taking (or borrowing) money from one source in an effort to multiply gains or address other financial objectives. Outside of the stock market, leverage need not be motivated by desire for profit, however. Sometimes...
MetLife Ad in Trial Magazine
July 8, 2015 – Just wanted to take a moment to pass along the attached advertisement appearing in this month’s issue of Trial which we have been authorized to share with our clients. MetLife is one of the excellent life markets...
Special Needs Trust Fairness Act of 2015
June 25, 2015 – Please join us in urging Congress to pass Senate Bill 349, the “Special Needs Trust Fairness Act of 2015.” The bill, introduced by Sen. Chuck Grassley (R-IA) earlier this year, is supported by the National Structured Settlements Trade...
Best Retirement Income Choice
June 18, 2015 – So you’ve saved a bunch of money during your working life and are finally getting serious about making some decisions about how to make sure this gob of money lasts for as long as you do. Maybe you’re...
The Taylor Swift – Structured Settlement Connection
May 29, 2015 – Hopefully the hook worked and you’re reading this post to find out what possible connection could exist between superstar recording sensation Taylor Swift and Structured Settlements. Truth be told, there are probably about 535 connections and you can...