Our goal is to maximize settlement dollars for the client, with or without a structured settlement annuity...
- Client driven, not commission driven
- Exceptional service from start to finish
- Added value of 30+ years of personal injury litigation
- Personal experience and expertise with special needs trust and government benefits
- Forward approach in due diligence issues — documenting file with meetings/quotes/letter of rejection or structured settlement annuity offer
- Present all quotes and financial rating information for consideration; advocate split-funding with more than one company to diminish risk
- Promote balanced allocation of cash and structured settlement annuity with clients needs as priority
- Unbiased trust consulting and resources for all types of trusts (Special Needs, Medicare Set Aside, Minors Spendthrift, Qualified Settlement Funds) NO referral fees.
- Aggressive shopping of quotes and updating quotes with improved rate changes to maximize cost savings in structured settlement annuities
- Recommend "NO" structure when not appropriate
- Bilingual Services
Competitive, high quality life companies are the most important factor to maximizing dollars for your client with structured settlement annuities.
Make sure you are not missing any of the markets by price checking with us, or requesting your broker provide the benefits for each company on the ‘shop sheet’ you can download here:
We welcome a confidential ‘price check’ or conversation with you.
To learn about your settlement planning options, contact Davis Settlement Partners today.