How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity artwork
Settlement Planning Tips for Personal Injury Attorneys

How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

  • E95
  • 03:06
  • November 1st 2021

If a past client finds themselves in a situation where they may need/want immediate access to cash, it's not uncommon for them to be tempted by predatory factoring companies. (Think of the commercials with the singing, dancing Vikings...)

In this episode, Greg Maxwell discusses how attorneys can help a client who has decided to sell their future annuity payment get the best possible deal.

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!