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  • Lynzee Hill really helped me breeze through this!
    I appreciate your help and how easy you are to talk to! This process seemed overwhelming at first. You really helped me breeze through this, thanks!

    G.D.

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

    Highly recommend for any attorney or claimant needing expert advice relating to personal injury settlements. Susan was very helpful in recommending and setting up a meeting for me, a PI lawyer, with specific Medicare Set-Aside specialists. Glad I met Susan and have Sage’s contact info for the future.

    Geri Flynn, Attorney | Chris Parks Law

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  • 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., Claimant

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  • 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

    Melbourne, FL

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  • 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 touch with all my clients even though he might have initially assisted them ten years ago. Scott has assisted clients all across the country on a variety of my cases, ranging from assisting families whose children suffered significant birth defects in a pharmaceutical tort to those that were injured on the Deepwater Horizon platform explosion to ensure they were taken care of for life. Simply said, I put my faith in Scott to do what is right for my clients.

    Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP

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  • For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs.
    For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs. […]. Mike never pressures the clients, and he does a great job of encouraging clients to make financial decisions that best suit their situation. Regardless of their final decisions, my clients are universally appreciative of Mike’s efforts and even appreciative of our firm for the introduction. Lastly, Mike has been particularly helpful in cases involving minor children where he helps parents understand the importance of securing a child’s recovery in an annuity—both to protect the child’s interest until majority and to provide for responsible disbursement thereafter.

    Blake R, David, Esq., Founding Partner, Broussard & David, LLC

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  • 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 compromise approved the first time around. I highly recommend Lance and will use him again on other structured settlements.

    Marcus J. Bradley, Marlin & Saltzman

    Agoura Hills, CA

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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
    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 protected at such a vulnerable time in their life. I would recommend George without hesitation.

    Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice

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  • Jennifer is knowledgeable, responsive and a pleasure to work with!
    I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!

    Gary Eto, The Law Office of Gary C. Eto

    Torrence, CA

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  • 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

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  • 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 children with an ample amount of money to subsidize their entire college educations. This was of great benefit to me as it gave me tremendous piece of mind knowing that the one of the greatest costs and causes of worry a man of my age encounters is subsidizing his children's education. Having that taken care of allowed me to begin putting more substantial sums in my retirement account giving me hope I can retire at a younger age than I initially anticipated.

    Attorney Richard M. Kenny

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  • Jennifer, your help has been invaluable!
    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 programs that tend to raise questions for us during a settlement. Thank you for being there for us and for our clients!

    Nicholas P. Panagakis, Morgan & Morgan, P.A.

    Orlando, FL

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  • Jennifer, I am sure you know already but you were a big help - thank you!
    Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.

    Tom Brown, The Nation Law Firm

    Orlando, FL

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  • I will use your services for all my structured settlement needs in the future.
    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.

    John Curran, Law Offices John C. Curran, P.A.

    Melbourne, FL

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  • Josh sets the standard for the plaintiff's representative.
    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.

    Daniel M. Gilleon, Mitchell & Gilleon

    San Diego, CA

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  • I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.
    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 and its advantages to the siblings, some of whom were overseas and some of whom had language and educational issues. Josh's patience and expertise were a truly valuable asset to me through the case. He helped analyze the defense's structure offers, reducing them to today’s dollars. Additionally, he assisted in structuring attorneys' fees, saving me substantial tax dollars. I would recommend him to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.

    Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C.

    San Diego, CA

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  • Kimberly Overby is uniquely positioned as the best settlement broker in the industry.

    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 structured settlements to our clients because they are the single best way to guarantee their money is safeguarded and their benefits are protected. They are the single best way to ensure they maximize their opportunity to live independent lives. They are the single best way to ensure they obtained the justice they deserved.

    Because of her years of experience in the financial and tax industry and because of her passion for taking care of people, Kimberly Overby is uniquely positioned as the best settlement broker in the industry. There is nobody more qualified to serve our clients.

    Francisco Guerra, IV, Watts Guerra, LLP

    San Antonio, TX

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  • It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck.
    Jay attended a mediation with me in Tampa on a tragic case where liability was hotly contested and our client was rendered a quadriplegic. Not only will Jay be handling the special needs trust, but also structuring a large portion of the settlement so that our client will be taken care of for the remainder of his life. He was more than hands on, as he spend much of the day consoling our client’s fiancé and even giving her a much needed hug when she clearly needed emotional support. It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck. His knowledge in the areas of special needs trusts, dealing with Medicare and Medicaid and structured settlements cannot be overstated.

    Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen

    Palm Beach Gardens, FL

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  • I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions.
    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 extremely patient in explaining each and every step of the structured settlement process. She instilled confidence that everything was going well and my needs were truly first and foremost. From the first day of mediation I knew I had someone I could talk to. I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions. I have had to deal with people since the accident that make you feel like they are being hassled just doing their job and I am not a hard man to deal with. Taylor was just the opposite, she is a true joy to work with, she instilled confidence that she really cared about my future. In my mind Taylor Sutton is Monarch.

    Mr. Johnson

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  • We are so blessed in having you a part of a dynamic group for our Jamie.
    Jennifer, You have touched our lives in so many ways and we are forever grateful. We are so blessed in having you a part of a dynamic group for our Jamie.

    Draxie Bolam

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  • 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

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

    I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special needs trust, lien resolution and structured settlements are of paramount importance, and require specialized assistance. Scott Freeman and his associates are undoubtedly at the very top of this class. They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client. They have been of immeasurable help to me and my clients.

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

    Houston, TX

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  • Josh Farmer has been instrumental in achieving the best structured settlement options for my clients
    Josh Farmer has been instrumental in achieving the best structured settlement options for my clients, including proposals, planning and guidance. Josh is always a call away and everything I have requested was done in a timely and professional manner. I highly recommend using them.

    Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson

    Pasadena, CA

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  • I feel confident that their financial futures are well planned and secure.

    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.

    Casey Johnson, Aitken * Aitken * Cohn

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  • Jennifer is genuinely dedicated to helping clients understand their options and devise the best plan for their future.
    The thing I appreciate most about Jennifer Cantrell’s approach is her genuine concern for my clients and her focus on the human aspects of the case. She is genuinely dedicated to helping clients understand their options and devise the best plan for their future.

    Todd Miner, Todd K. Miner, P.A.

    Orlando, FL

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  • When you call Josh, you know you will get a prompt, positive response.
    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 clients in cases where traditional annuity structures wouldn't work. I have been thankful on more than one occasion when Josh was able to come to a mediation or settlement conference on short notice. Equally as impressive as his willingness to jump in and help out is his willingness to continue working until the job gets done. When you call Josh, you know you will get a prompt, positive response.

    Sean Simpson, Simpson & Moore, LLP

    San Diego, CA

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  • Jennifer did more than provide annuity quotes. She was an asset to the claimant's attorney.
    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 provided strategies that helped the claimant have a depth of vision that structured the settlement money effectively. She considered the long term needs of the claimant and worked to help stretch the money to meet those needs. She was very quick and effective in providing information. While she was there at the request of the claimant's attorney, her conscientious work actually helped both sides. Her work toward maximizing the impact of the settlement offers enhanced the negotiations so that the parties were able to come to a mutually beneficial outcome.

    Paul L Westcott, Esq., Westcott Mediations

    Vero Beach, FL

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  • Everything with our structured settlement is in place thanks to Josh's expertise and professionalism.
    Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on with our lives.

    L. Smith

    Moultonborough, NH

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  • Thank you for everything you have done for this family.
    To Jennifer C, Thank you for everything you have done for this family. We appreciate your support from the beginning. As soon as my mother could speak she will love to thank you herself. You are God’s beautiful angel. Thank you!

    The Rivas Family

    Orlando, FL

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  • They have shown repeatedly that they are always willing to go the extra mile to help my clients.
    I have used other structured settlement companies in the past and have been less than satisfied. I now use Monarch exclusively for all of my structure settlement needs. They are extremely responsive and do a fantastic job in educating my clients as to the financial benefits of structures. They communicate with clients in an understandable fashion which helps the settlement process proceed smoothly. The Monarch representatives are efficient and creative in proposing structures that will best fit the financial needs of the client. They are always accessible and I have found that they play an important role in the mediation process. Monarch has shown repeatedly that they are always willing to go the extra mile to help my clients.

    Russell Artille, Morgan and Morgan P.A.

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  • Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients!
    Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients, who have received settlements from various car manufacturers due to defects in their products, to understand how to manage their settlements over a long period of time so they are taken care of for the remainder of their lifetime.

    Raymond O. Bodiford, Bodiford Law Group

    Orlando, FL

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  • I know our clients will be protected long after the settlement papers are signed.

    With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.

    Ted Wacker, Law Office of Ted B. Wacker

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  • I recommend Mike to anyone who wants to provide their clients with settlement planning advice.
    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 have used Mike's services with success. I recommend Mike to anyone who wants to provide their clients with settlement planning advice.

    Lawrence J. Centola, III, Martzell & Bickford

    New Orleans, LA

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  • 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.
    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

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  • I would enthusiastically recommend George Audi to any attorney looking for help with structures or other investment alternatives for a client.
    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 clients to personalize the investment vehicle to their individual needs. He is tireless and has traveled great distances to attend mediations and client meetings with me. He is more than an advisor. He is an ally and a friend. On every occasion that George and I have worked with a client together, the client has remarked how helpful George was and grateful he or she was for George's assistance. I would enthusiastically recommend George Audi to any attorney looking for help with structures or other investment alternatives for a client.

    William Weichler, Conner Riley Friedman & Weichler

    Erie, PA

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  • 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 source to consult with during mediation due to his vast experience in working with attorneys all over the country in settling cases. George also does an excellent job in explaining how utilizing a portion, if not all, of the settlement proceeds will benefit the client. I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.

    Lawrence M. Kelly, Luxenberg Garbett Kelly & George

    New Castle, PA

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