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Industry LEADERWe offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
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Caring GUIDANCEWe deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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Our SERVICESLearn how our team can help you with all of your settlement and consulting needs.
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Collaborative APPROACHWe work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
Settlement Solutions
Learn more about our portfolio of comprehensive settlement planning services.
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Structured Settlement Annuities
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Market-Based Structured Settlements
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Non-Qualified Structured Settlements
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Attorney Fee Deferral Strategies
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Trust Services
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Qualified Settlement Funds (468B Trusts)
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Government Benefit Preservation
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Mass Tort Settlement Resolution
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Lien Resolution
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Medicare Set-Asides (MSA)
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Probate Coordination
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Law Firm Financing



What Our Clients Are Saying
Real People. Real Reviews.
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“- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX
Although a settlement may seem like the end of the process for a client, it is really the beginning. Most of our clients are unsophisticated and they require advice on many issues pertaining to money.
For years I have strongly recommended structur
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“- Mr. Johnson
I knew virtually nothing about structured settlements. Monarch taught me from A to Z what I was able to accomplish with my settlement. Monarch’s Taylor Sutton understood my situation in that I am easily confused since the accident. She was extreme
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“- Casey Johnson, Aitken * Aitken * Cohn
Simply put…the best in the business! Traci and her staff understand the unique needs of each and every one of my clients. I feel confident that their financial futures are well planned and secure.
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“- John Curran, Law Offices John C. Curran, P.A. | Melbourne, FL
Thanks for all your help. I will use your services for all my structured settlement needs in the future. I will also continue to try to send others your way. You are a very nice person and great to work with. You also seem to really know your stuff.
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“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is ”- Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice
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“- Paige W
Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
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“- Chris B
The team at Sage does excellent work on behalf of the injured and their attorneys. They care about what they do and are experts on all matters important to the settlement process.
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“- Sean Simpson, Simpson & Moore, LLP | San Diego, CA
Josh has been helping my firm with structures for about four years now, and my two partners and I have been impressed by his responsiveness and commitment to helping our clients. He has gone the extra mile to put together packages that worked for our cl
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