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Non-Qualified Assignments and Structured Installment Sales
Structured SettlementsCompany NewsApril 12, 2022by Patrick Hindert

Non-Qualified Assignments and Structured Installment Sales

A non-qualified assignment is a transfer of payment obligations that does not qualify under IRC Section 130. Non-qualified assignments, however, do share certain similarities as well as certain differences with assignments that do qualify under IRC Section 130 (“qualified assignments”).   Qualified Assignments Compared The term “qualified assignment” is defined for tax purposes by IRC...

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Road Traffic Safety
Industry NewsApril 7, 2022by Patrick Hindert

Road Traffic Safety

Many structured settlement recipients are victims of road traffic accidents – as drivers, passengers, pedestrians, cyclists or innocent bystanders. Independent Life believes road traffic safety represents a complementary goal that all structured settlement and settlement planning professionals should not only support but also proactively advocate.   National Roadway Safety Strategy Earlier this year, United States...

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Structured Settlements and Periodic Payment Judgments Release 71
Company NewsIndustry NewsStructured SettlementsFebruary 22, 2022by Patrick Hindert

Structured Settlements and Periodic Payment Judgments Release 71

For many settlement planners and structured settlement annuity providers, the dominant storylines of the past two years have been COVID-19 (COVID), low interest rates and plummeting structured settlement annuity sales.  In 2019, based on industry reports, $6.47 billion of annuities were purchased to fund 26,486 structured settlement cases, for an average per case premium of $244,228.....

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Factoring: Is Judicial Education Really the Solution?
Industry NewsStructured SettlementsJanuary 26, 2022by Patrick Hindert

Factoring: Is Judicial Education Really the Solution?

For the past 20 plus years, two related industry issues have dominated the strategic agenda of the National Structured Settlement Trade Association (NSSTA): 1) factoring (aka the transfer of structured settlement payment rights) and 2) lack of growth in the primary structured settlement market.   NSSTA’s Legislation Accomplishment By the end of the 1990s, NSSTA...

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Settlement Planning Compensation Models
Company NewsIndustry NewsStructured SettlementsJanuary 24, 2022by Patrick Hindert

Settlement Planning Compensation Models

With few exceptions, the topic of consultant compensation receives limited public discussion within the structured settlement and settlement planning communities. A quick review of the websites of three national associations whose members sell structured settlement annuities, NSSTA, AASC,  and SSP, appears to indicate only SSP even mentions the word “compensation.” The SSP references to “compensation”...

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Structured Settlements and Peter Drucker’s Business Principles
Structured SettlementsJanuary 5, 2022by Patrick Hindert

Structured Settlements and Peter Drucker’s Business Principles

In its annual evaluation of America’s best-run publicly traded companies, the Wall Street Journal uses a measurement system based upon five business principles developed by the late management guru Peter F. Drucker, the founder of the Drucker Institute, to select its Top 250: 1) customer satisfaction; 2) employee engagement and development; 3) innovation; 4) social...

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