What Do Settlement Brokers Do?

A settlement broker's primary job is to maximize the attractiveness of your settlement offers by utilizing the various financial techniques, services, and products unique to their trade. You should rely on your broker to do the following:

• Design and prepare settlement offers.
  
  
• Present structured offers to Claimants:
  
  
  • explain structures
    
    
  • answer questions
    
    
  • develop custom plans
    
    
  • reassure family members and others at interest
    
    
• Provide tactical support
  
  
  • Confirm use of approved annuity companies
    
    
  • Ensure capture of all available pricing discounts
    
    
  • Prevent use of questionable funding arrangements
    
    
  • Manage structure issues, freeing you to focus on other claim/legal matters
    
    
• Establish maximum tax efficiency
  
  
  • Tax-free payments for physical injuries
    
    
  • Tax-deferred payment for non-physical injuries
    
    
• Ensure maximum security
  
  
  • Quality of funding instruments
    
    
  • Diversification of funding instruments

  More than one annuity company

  More than one kind of annuity (where suitable)

• Handle future questions from claimants
  
  
  • Minimize the time you spend taking calls from former claimants on structure-related issues.

Relying on a proven broker will maximize the value of your settlement budget, make negotiations go smoother, and save you hours of time and effort. They are settlement professionals. Use them.