Settlement Services in California

Injured claimants and their families have unique needs and deserve customized solutions. As a full-service settlement planning firm, our team approaches planning on a case-by-case basis. When a plaintiff attorney engages one of our consultants early in the settlement process, we have time to build a relationship with the claimant and assess that person’s needs, goals, and any issues that may impact settlement proceeds. We can then provide an individualized plan designed to meet both immediate financial needs and long-term financial security.

Whether your client has suffered an injury or lost a loved one, experienced wrongful termination, or if you are a plaintiff attorney seeking assistance with your own financial needs, we are your single best resource for comprehensive planning.

Sage Settlement Consulting provides plaintiff attorneys and their clients with innovative financial solutions. Call (855) 288-7243 to learn more. Se habla Español.

Comprehensive Settlement Planning Services

A Sage settlement consultant can advise you of your different structured settlement options, which include:

Structured Settlement Annuities

• Fixed-indexed annuities
• Single premium immediate annuities
• Deferred income annuities
• Multiple-year guarantee agreements

Market-based Structured Settlements

• Settlements Plus™ 
  A market-based investment portfolio serves as the financial vehicle rather than an annuity
• Fee Structure Plus® 
  Allows attorneys to invest contingency fees in a market-based investment portfolio on a tax-deferred basis
• Treasury Funded Structured Settlement ™ (TFSS) 
  Uses U.S. Treasury Bonds as the underlying investment

Non-qualified Structured Settlements

• For those who do not qualify for the income tax exclusion under Section 104 of the IRS code

Qualified Settlement Funds

• 468B Trusts 
  Ideal for mass tort litigation and other cases that involve multiple claimants

Benefits of a Structured Settlement

• 100% income-tax-free for physical injury and wrongful death cases
• 100% income tax-deferred for non-physical injury cases
• Guaranteed payments
• Guaranteed rate of return
• No overhead fees or expenses

Trusted Solutions. Sage Advice.

“They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.” - Brian Panish, Panish, Shea & Boyle, LLP, Los Angeles, CA

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As the largest plaintiff-oriented settlement planning team in the industry, Sage Settlement Consulting offers full-service settlement planning solutions tailored to meet the needs of plaintiff attorneys and their clients. Our national network of local experts and strategic partnerships exceeds the level of service plaintiff attorneys and their clients have come to expect. From client intake to preparing for post-settlement life, Sage Settlement Consulting’s expertise and resources can ensure the best result for you and your client.

For Spanish-speaking claimants, we also offer access to Spanish-language informational materials, a Spanish-speaking case manager, and a Spanish assistance hotline.

Learn more about our comprehensive settlement planning services and discover how we can best serve you. Call (855) 288-7243 or fill out our online form to contact Sage Settlement Consulting.