Our approach to settlement planning offers clients a unique combination of benefits which can increase client satisfaction and reduce the potential for legal malpractice by helping insure that your needs and interests come first.
Plaintiff Only
In situations involving claims or lawsuits, we work only with plaintiffs/claimants and their attorneys. There is no potential for conflict of interest because our loyalty rests exclusively with the plaintiff. We are 100% committed to assisting you.
Full Disclosure
Our disclosure statement explains that we do not participate in any commission sharing arrangements, benefit from being on ‘approved lists’, or similar agreements with property & casualty carriers or self insureds which may cause one carrier to be preferred over another; thus the potential for conflict of interest is reduced. We also fully disclose our compensation.
Competitive Analysis
We shop the market and provide you with a Competitive Analysis which lists all available carriers, their financial ratings and the cost for any given benefit quoted so you can choose the company which offers the best benefits. In addition to the Competitive Analysis, we provide you with all the necessary information so you can make informed decisions about your financial future.
Multiple Products
We offer a client centered rather than a product centered approach. Because each product has specific benefits, matching the product to meet specific client needs and objectives more accurately achieves your financial goals and creates more satisfied clients.
Independent Advice
Because we are independent, we can offer unbiased advice and a unique mix of products and services that help to secure your future with your specific personal and financial needs in mind.
