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Market-Based Structured Settlements

Sage Settlement Consulting is committed to providing plaintiff attorneys and their clients with innovative financial solutions. To that end, we work with reputable partners to provide market-based structured settlements as an alternative to or in combination with life insurance-based structured settlement programs.

Learn more about how our team can help you by contacting us online!

Why Choose a Market-Based Structured Settlement?

Many claimants and attorneys find that market-based structured settlements provide the opportunity to receive tax-free income or tax-deferred income while enjoying market-driven growth potential.

Within a market-based structured settlement, there is considerable flexibility of design to allow for individualized planning with no contribution limit. Market-based structured settlements can work in conjunction with structured settlement annuities to create a truly balanced settlement solution.

Market-Based Structured Settlements for Claimants

Market-based structured settlements for claimants operate much like structured settlement annuities, yet with a market-based investment portfolio serving as the financial vehicle, rather than an annuity.

Claimants who elect to place their personal injury settlement proceeds in a market-based structured settlement will enjoy the same income tax-free treatment associated with structured settlement annuities.

Claimants who utilize market-based structured settlements for non-personal injury settlement funds will have the opportunity to defer taxes on their payments until the years in which the payments are received. Investments can be managed by a reputable financial institution or by the claimant’s financial advisor.

Market-Based Structured Settlements for Attorneys

Market-based structured settlements allow attorneys to invest their contingency fees in a portfolio with tax-deferred, market-related returns. As is the case with market-based structured settlements for claimants, the funds can be managed by a financial institution or by the attorney’s own financial advisor. Payments will be received on a pre-determined periodic payment schedule, with tax obligation being spread out over the course of the payments.

Contact us to learn more about how we can help you!

What Our Clients Are Saying

  • "Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues."

    - Chet W. Kern, Edelman & Edelman

    New York, NY
  • "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
  • "They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client."

    - Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP

    Houston, TX
  • "Need the BEST? Look no further than Susan Gleason!"

    - Paige W., Claimant

  • "Glad I met Susan and have Sage’s contact info for the future."

    - Geri Flynn, Attorney | Chris Parks Law

  • "Lynzee Hill really helped me breeze through this!"

    - G.D.

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    11044 Research Blvd.
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    Austin, TX 78759

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