With Settlements Plus™, there is finally an option for claimants and injured parties to combine the tax advantages of a structured settlement plan while also being able to benefit from market related returns. Whenever you or a loved one is injured, it can be traumatic for all parties involved, and financial planning can sometimes slip lower on the list of priorities. However, this doesn’t mean that it is any less important to plan for the future and make sure you get the most out of the money you receive in your settlement.
What is Settlements Plus™?
The ways in which claimants structure their settlement after receiving it can make a significant financial impact on their future. The purpose of Settlements Plus™ is to provide the claimant with financial solutions that allow them to plan as much as possible and maximize settlement income. Quest Settlements can help you navigate the finer points of these strategies and set you and your beneficiaries on the right track for years to come.
Benefits That Come With Settlements Plus™:
This allows the funds belonging to the claimant to be invested pursuant to a comprehensive investment plan which will be discussed and agreed upon by the claimant and or their financial advisor.
When utilizing Settlements Plus™, claimants have the opportunity to earn returns which are either tax-free or tax-deferred.
Periodic Payment Plans
Having a variety of options when it comes to how you get your money is always a good thing, as this allows for better financial planning in the future. With Settlements Plus™, periodic payment plans are available, which offer the claimant further flexibility and payment plan customization.
Use A Personal Financial Advisor
Claimants have the right to choose an appropriate wealth management representative to help them with the allocation and distribution of funds. This allows for the entitled party to appropriately plan for their specific needs and overall wealth management strategy.
Settlements Plus™ can help achieve asset-class diversification to address income, retirement planning and other financial needs.
Use a Fixed Product in Addition to Settlements Plus™
In conjunction with Settlements Plus™, entitled parties can also set up a part of their settlement using a traditional annuity or U.S. Treasuries.
We Are Here To Help You
Our highly experienced settlement consultants are always around to discuss Settlements Plus™ and any of the other numerous financial strategies and services that we offer to our clients.Feel free to give us a call at the office today at (877) 832-3005 so that we can discuss how to best serve your individual needs.
Quest Settlements and Structures, LLC and its affiliates are not licensed to sell and securities or financial instruments and does not provide advice or services related to the purchasing of, selling of, or investing in securities or other financial instruments. Any discussion of securities contained herein is not intended or written to be used, and cannot be used, as advice related to the purchasing of, selling of, or investing in securities or other financial instruments. Quest Settlements and Structures does not provide legal, lax, or accounting advice or services. Any discussion of legal or tax matters or any financial or market based illustrations contained herein, are purely for illustrative purposes only. Any sale of any securities or financial instruments must be consummated by a properly licensed financial professional.