Structured Settlement Planning

If you or a family member receive an award for personal injury, wrongful death, or workers’ compensation settlement, an ULTRA agent can advise you on your different structured settlement annuity options. You will need to set up the necessary structure to be in compliance and unique asset management solutions to ensure that your award lasts a lifetime.

A trusted ULTRA advisor will help you decide on a Qualified or Non-Qualified Settlement structure plan, depending on your needs. We will put together a Medicare Set Aside Compliance plan, show you how to minimize risk, maximize returns and administer your award properly. These strategies will prevent you from dealing with unnecessary tax consequences and help reduce the cost of managing your award.