Impersonation Mode

Qualified Annuities
Personal Injury- IRC Section 104(a)(2)

  • Assigned
  • Unassigned

Workers compensation claims- IRC Section 104(a)(1)

  • Assigned: Claims filed after 8/5/1997
  • Unassigned: All claims

Attorney Fees

  • Sold along with Claimant's structure or as a stand-alone case. 
  • Hold Harmless Agreement and W-9 required.
  • Contact Home Office for complete guidelines.

 

  Commutation Riders  
 
Estate Tax Rider
  • Available on all cases containing guaranteed benefits.
  • Assignment acceptable.
  • Available in all states except Texas.
Elimination of Liability Rider
  • Available only on unassigned cases.
  • Used when a defendant's liability no longer exists due to a state statute or situational changes (Example: Dependant not attending college).
  • Not available in Pennsylvania.
Remarriage Rider
  • Available only on unassigned cases.
  • Used when a defendant's liability no longer exists due to remarriage of a surviving spouse.
  • Not available in Pennsylvania.
 
     

Non-Qualified Annuities

Contact home office for quote approval.


Non-qualified requirements

  • Must be settlement based.
  • Annuity Subject to IRC Section 72.
  • Assignment not available.
  • Owner must have a U.S. Social Security Number. 
  • Rated ages not available.