How Medical Underwriting (a Rated Age) Can Help Your Client artwork
Settlement Planning Tips for Personal Injury Attorneys

How Medical Underwriting (a Rated Age) Can Help Your Client

  • E17
  • 02:52
  • May 4th 2020

For catastrophically-injured clients receiving a structured settlement annuity, a rated age can be assigned based on the degree of their injuries.

If a client is able to receive a high rated age, then the structured settlement annuity rate of return will be higher. In other words, a higher rated age yields a higher overall rate of return on the annuity.

In this episode, Greg Maxwell discusses medical underwriting (requested a rated age) and how it fits into the overall structured settlement annuity process.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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Settlement Planning Tips for Personal Injury Attorneys

The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.

Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.

This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!