Client Services

Early Plaintiff Broker Involvement is Key

In order to reap the full benefits of having a plaintiff broker involved with your case, early involvement is essential. When we become a part of the litigation team, we are able to offer a full range of services for structured settlement placement so that all structured annuity benefits are based on the client’s needs, desires, and best interests, while maximizing their settlement dollars.

 

 

  • Benefit Planning
    Making structured annuity recommendations based on the client’s input so that future payments will be tailored to meet their future needs. Cookie cutter quotes seldom fit the client’s vision of a better life.
  • Settlement Document Preparation/Review
    Providing document oversite in order to ensure a tax-free settlement and the proper transfer of liability. We can prepare the initial documents or review existing documents.
  • Mediation Attendance
    Availability to attend any mediation in person, or be available by phone in order to run structure numbers to help with the settlement of the case.
  • Substandard Medical Age Ratings
    Identification of injuries or health conditions that could possibly affect life expectancy in order to cut the cost of a lifetime structured annuity, which will maximize the client’s benefits.
  • Special Needs Identification
    Special needs planning to protect and preserve government benefits, including Medicaid, by using Special Needs Trusts.
  • Life Care Plan Analysis
    Quantifying the actual costs required to duplicate the needs presented in the claimant’s Life Care plan. Benefit streams are designed to cover the cost of the actual expenses required by the client according to the Life Care plan.
  • Attorney Fees – Deferred Compensation
    An excellent opportunity for attorneys to take advantage of deferring current year income tax liability and creating an income stream for a secure future. This option is available even if you client accepts a cash settlement.
  • Medicare Set-Asides (MSAs)
    Protecting Medicare’s interest as secondary payer in Worker’s Compensation and/or Third-Party Liability cases while making sure the client’s medical expenses are covered. Benefits paid under these instances are income tax free.
  • Qualified Settlement Funds {IRC Sec. 468(B)}
    Established to resolve or satisfy one or more contested or uncontested claims — a court ordered “safe harbor” advantageous to the plaintiffs and their attorneys, giving them control in the selection of various funding vehicles available to them, including structured annuities.
  • Non-Qualified Claims
    Settling employment or other non-physical injury claims by providing the client the benefit of a stream of guaranteed periodic payments instead of an upfront, lump sum payment which may cost them money. These benefits are tax-deferred benefits.

Ferlisi Jolley Services

Personal Physical Injury or Wrongful Death

Determine the client’s financial needs, design the proper Structured Settlement plan to deliver those funds, and select the most competitive and secure life insurance companies entrusted to provide those funds.

Attorney Fee Structures – Deferred Compensation

An excellent opportunity for attorneys to take advantage of deferring current year income tax liability and creating an income stream for a secure future. This option is available even if you client accepts a cash settlement.

Medicare Set-Asides (MSAs)

Protecting Medicare’s interest as secondary payer in Worker’s Compensation and/or Third-Party Liability cases.

Qualified Settlement Funds {IRC Sec. 468(B)}

Established to resolve or satisfy one or more contested or uncontested claims — a court ordered “safe harbor” advantageous to the plaintiffs and their attorneys, giving them control in the selection of various funding vehicles available to them, including structured annuities.

Non-Qualified Annuities

Settling employment or other non-physical injury claims by providing the client the benefit of a stream of guaranteed periodic payments instead of an upfront, lump sum payment which may cost them money.

If you would like more information about how Ferlisi Jolley Associates, Inc. can help you, call us at 205.803.6200.