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

MEDICARE SET-ASIDES, HEALTHCARE SAVINGS, LIEN RESOLUTION, NEEDS-BASED GOVERNMENT BENEFITS, TRUSTS, AND INVESTMENT SOLUTIONS

In addition to structured settlement annuities, Sage works closely with a range of settlement industry partners to provide injured claimants and their attorneys with end-to-end service.

Ametros

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

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.

Inspire Trust Company

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.

Plaintiff Recovery 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.