Industry Partners


We offer structured settlement annuities through life insurance companies that have consistently achieved high ratings from highly respected rating agencies.

  • AIG
  • Independent Life
  • MetLife
  • New York Life
  • Pacific Life
  • Prudential
  • United of Omaha
  • USAA

Settlement Industry Partners

In addition to structured settlement annuities, Sage works closely with a range of settlement industry partners to provide injured claimants and their attorneys with the resources needed to resolve settlements effectively. Our partners offer Medicare Set-Aside administration, healthcare savings, lien resolution, government benefits preservation, trust planning, investment solutions, and more.



Ametros helps individuals manage ongoing medical expenses, maintain compliance with Medicare and Medicaid, and navigate the complex healthcare system. With programs including Careguard and Amethyst, Ametros’ discount networks can provide considerable cost savings.



ARCHER provides innovative settlement services to streamline single claimant, multi-claimant, and mass tort cases, including claims administration, lien resolution, qualified settlement fund (QSF) administration, medical records review, bankruptcy and probate coordination, Medicare Secondary Payer compliance, and more.


Assura Trust

Inspire is the only national chartered trust company solely dedicated to individuals receiving money from personal injury claims or other major legal settlements. Trust and account types include standalone settlement and special needs trusts, conservatorship/guardianship of properties and estates, master trusts for adults and minors, and directed trusts.


Assura Trust

In many non-physical injury cases, the claimant pays taxes on the attorney fee portion of their settlement, which is taxed again when the attorney receives it. After taxes, many claimants often net less than half of their settlement funds. The Plaintiff Recovery Trust (PRT) offers a solution for claimants to prevent double taxation and allow claimants to preserve more of their settlement funds.


Legacy Enhancement Trust

Legacy Enhancement Trust offers personalized assistance for individuals and families in need of pooled special needs trusts, first-party special needs trusts, third-party special needs trusts, and minors’ trusts. Their team of experts works to improve the quality of life for individuals with disabilities and special needs, including beneficiaries who are non-U.S. citizens.


Legend Financial Marketing Services

Legend FMS offers retail annuity solutions, including deferred income annuities, fixed indexed annuities, single premium immediate annuities, and multi-year guaranteed annuities. Their team of experts partners with Sage to help our clients choose products that best suits their needs.


NorthCoast Asset Management

NorthCoast offers strategies designed to meet investors’ goals and objectives at any stage of the investment cycle. Their advisory team works closely with clients to construct individualized portfolios that cover a range of investment styles.


Settlement Investment Services

Settlement Investment Services is a digital advisory platform with a professionally managed portfolio. Their team provides clients with educational resources about money management, budgeting, and investing.


United Settlement Solutions

United Settlement Solutions (USS) provides plaintiff attorneys and their clients with market-based structured settlement options. With tax benefits, no contribution limit, opportunity for growth, and personalized, flexible design, a market-based structured settlement can be utilized for a variety of settlements and attorney contingency fees.

See What clients Are Saying

    “I highly recommend Lance and will use him again on other structured settlements.”

    I worked with Lance Harris for the first time in 2013. Lance and his assistant, Rosa, were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

    - Marcus J. Bradley, Marlin & Saltzman
    “Simply said, I put my faith in Scott to do what is right for my clients.”

    I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

    - Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP
    “Jennifer, you certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client”

    You certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client. Thanks for all your hard work on this case.

    - Robert Molettiere, Moletteire & Torpy
    “Need the BEST? Look no further than Susan Gleason!”

    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!

    - Paige W
    “With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”

    From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

    - Attorney Richard M. Kenny
    “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”

    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
    “I would highly recommend Christina to anybody in need of an experienced settlement planner.”

    Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

    - Mitchell Proner, Proner & Proner | New York City, NY
    “I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”

    Any time that I'm in need of a structured settlement proposal for one of my clients George Audi is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable s

    - Lawrence M. Kelly, Luxenberg Garbett Kelly & George | New Castle, PA

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