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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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“- Nicholas P. Panagakis, Morgan & Morgan, P.A. | Orlando, FL
Jennifer, your help has been invaluable! You always come through with sound and secure financial options to ensure my clients a better future. You are also such a great resource for questions about Medicare, Medicaid, SSI and all the other government pr
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“- Dan
Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees. As an experienced personal injury trial attorney herself, she brings a uniq
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“- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA
Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program
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“- Lawrence J. Centola, III, Martzell & Bickford | New Orleans, LA
Mike McCullough helps me and helps my clients. Mike is accessible, knowledgeable, and has the resources to provide educated advice on settlement planning. From Medicare set-asides and special needs trusts, to structured settlements, my clients and I hav
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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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“- William Weichler, Conner Riley Friedman & Weichler | Erie, PA
I'm a personal injury and worker's compensation lawyer in Erie, PA. I've known and worked with George Audi for close to 10 years. I've found him to be knowledgeable about settlement investment alternatives for my clients. He works closely with my client
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“- Paul L Westcott, Esq., Westcott Mediations | Vero Beach, FL
I have had the opportunity to serve as mediator on a case wherein Jennifer served as the structured settlement consultant. I found her to be a tremendous help. She did more than provide annuity quotes. She was an asset to the claimant's attorney. She pr
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“- Daniel M. Gilleon, Mitchell & Gilleon | San Diego, CA
For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff's representative.
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