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
To learn about your settlement planning options, contact Davis Settlement Partners today.