The Full Market Survey
PLANNING CHECKLIST #2
by Rick Bishop
Principal, Settlement Planners
When it comes to financial settlements, not everyone needs a structured annuity. But everyone could benefit from utilizing a settlement plan.
Our settlement planning checklist ensures that every client has access to a wide range of financial options along with expert guidance to make the right choice.
One key element of every settlement plan is a Full Market Survey – a document that discloses the ratings and pricing of the companies providing periodic payment annuities as well as a description of how trust products can be blended into the process.
Do not allow your client to be forced to rely on an approved list of companies or brokers provided by the defense. You have a right to retain your own expert – someone working in your client’s interest.
Discover the difference. Call today 800-727-3885.
The Settlement Checklist Series:
ITEM #1: THE LETTER OF ACKNOWLEDGEMENT
ITEM #2 THE FULL MARKET SURVEY
ITEM #4: UNDISCLOSED AFFINITY ARRANGEMENTS
ITEM #5: GET THE FACTS ON MEDICARE SET ASIDES
ITEM #6: THE ADVANTAGES OF STRUCTURED ATTORNEY FEES
ITEM #7: BUSINESS AS USUAL… IS NO LONGER BUSINESS AS USUAL
ITEM #8: SOLVING THE SETTLEMENT MAZE
ITEM #9: Five Questions You Should Ask Before Consulting a Settlement Planner
