By Patrick Hindert & George Luecke I. Introduction: A Growing Market Meets a Shifting Regulatory Landscape In 2024, the structured settlement market reached a historic milestone, generating $9.5 billion in annuity premium, the highest annual volume to date. Some industry experts have suggested the industry could reach an aspirational goal of $15 billion in annual...
Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Laurel Rochwarger, Orlando, Florida – Structured Settlement Specialist I typically spend my summer… Being a native Floridian I try and...
Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Corrine Schulter, Little Egg Harbor Township, New Jersey – Structured Settlement Specialist I typically spend my summer… ...
Introduction: SSA’s Expanding Role in the Settlement Planning Landscape The recently enacted One Big Beautiful Bill (OBBB) has drawn national attention for its sweeping changes to federal programs like Medicaid, Social Security, and ABLE accounts. As discussed in our companion article How the One Big Beautiful Bill Impacts Settlement Planning for Plaintiffs, these legislative developments...
Summer Sessions, a dynamic interview series spotlighting the incredible individuals behind Independent Life. From structured specialists to finance, sales to compliance pros, we’re sitting down for bite-sized interviews that showcase the people who make the difference. — Abra Johnson, Des Moines, Iowa – AVP, Policy Administration The best thing about living in Des Moines It’s...
On July 4, 2025, Congress enacted, and President Trump signed into law, the One Big Beautiful Bill Act (OBBB), a sweeping piece of legislation with major implications for the U.S. tax code, entitlement programs, and federal spending priorities. While OBBB did not directly amend the structured settlement provisions of the Internal Revenue Code, its reforms,...
I. Introduction As the IRS’s attorney fee deferral enforcement campaign gathers national attention, legal and tax professionals are revisiting the foundations of fee deferral jurisprudence. At the heart of this discussion stands Childs v. Commissioner, 103 T.C. 634 (1994), aff’d, 89 F.3d 856 (11th Cir. 1996), the seminal Tax Court case that validated the deferral...
P.O. Box 679053
Any discussion of taxes herein is for general informational purposes only and does not purport to be complete or cover every situation. Independent Life, its affiliates, its distributors, and its and their respective representatives do not provide tax, accounting, or legal advice. You should confer with your qualified legal, tax and accounting advisors based on your particular circumstances. All guarantees are obligations of Independent Life Insurance Company.
Turbocharge your firm with our free resources
Subscribe to our Newsletter
Deep expertise combined with unparalleled access. Market-leading underwriting and pricing, plus turnaround times that redefine industry benchmarks. Innovative solutions that challenge convention. Impressive credentials plus best-in-class partners to back it all up.
Company
Solutions
Connect
Dallas, Texas 75267-9053
Fax: 904-869-0976