AAJ Winter Convention 2020 The 2020 conference schedule has now begun! This week the Independent Life team is exhibiting at the American Association for Justice (AAJ) 2020 Winter Convention in New Orleans. While we are the only structured settlement annuity provider attending, four of our partner agencies will also be exhibiting: Forge Consulting Milestone Consulting Robert W....
Industry Education and Technology None of the 2019 educational conferences sponsored by the National Structured Settlement Trade Association (NSSTA) included any presentations about technology issues. This omission appears more the rule than the exception for recent NSSTA educational conferences. By comparison, the 2019 Annual Conference of the Society of Settlement Planners (SSP) featured a presentation...
Industry Education, Financial Products and Concepts Should the National Structured Settlement Trade Association (NSSTA), and its members, be interested in education programs about financial planning products and concepts other than structured settlement annuities – and, if so, why? Addressing this question is part of a series of articles evaluating whether NSSTA needs to re-think and re-design its...
Industry Education and Ethics The National Structured Settlement Trade Association (NSSTA) Code of Ethics, more formally referred to as NSSTA’s “Statement of Ethics and Professional Responsibility” is prominently featured on NSSTA’s website. NSSTA Code of Ethics In addition to a Preamble, which makes clear the Code’s applicability of its “guiding principles” to NSSTA members and their...
Industry Education and Taxation Potential tax benefits represent both a fundamental advantage of structured settlements and a rationale for considering structured settlement annuities as part of almost any personal injury settlement plan. Virtually every member of the National Structured Settlement Trade Association (NSSTA) and the Society of Settlement Planners (SSP) has a basic understanding of the statutory...
Industry Education and Public Benefits From a structured settlement perspective, a key settlement planning priority is determining how best to integrate structured settlement annuities into a settlement plan to qualify or maintain government benefits – especially “means tested” government benefits. Continuing a series of articles evaluating whether the National Structured Settlement Trade Association (NSSTA) needs to re-think...
Industry Education, Federal Laws and Regulations Since its formation more than 25 years ago, one of the defining characteristics of the National Structured Settlement Trade Association (NSSTA) has been its ability to “punch above its weight” politically. This core competency began with a group of dedicated consultants led by Len Blonder (among others) who retained...
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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.
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