SETTLEMENT PLANNING CHECKLIST #2

The Full Market Survey

by Rick Bishop
Principal, Settlement Planners

When it comes to financial settlements, not everyone needs a structured annuity. But everyone could benefit from utilizing a settlement plan.

Our settlement planning checklist ensures that every client has access to a wide range of financial options along with expert guidance to make the right choice.

One key element of every settlement plan is a Full Market Survey – a document that discloses the ratings and pricing of the companies providing periodic payment annuities as well as a description of how trust products can be blended into the process.

Do not allow your client to be forced to rely on an approved list of companies or brokers provided by the defense. You have a right to retain your own expert – someone working in your client’s interest.

Discover the difference. Call today (800) 727-3885.

The Settlement Checklist Series:

ITEM #1: THE LETTER OF ACKNOWLEDGEMENT >>>

ITEM #2 THE FULL MARKET SURVEY >>>

ITEM #3: HIPAA DISCLOSURE >>>

ITEM #4: UNDISCLOSED AFFINITY ARRANGEMENTS >>>

ITEM #5: GET THE FACTS ON MEDICARE SET ASIDES >>>

ITEM #6: THE ADVANTAGES OF STRUCTURED ATTORNEY FEES >>>

ITEM #7: BUSINESS AS USUAL... IS NO LONGER BUSINESS AS USUAL >>>

ITEM #8: SOLVING THE SETTLEMENT MAZE >>>

ITEM #9: Five Questions You Should Ask
Before Consulting a Settlement Planner >>>