The Convertible Lump Sum
Important Announcement & Request.
Many plaintiffs choose structured settlements for a very good reason, certainty of scheduled payments without having to worry about stock and bond market fluctuations. Some plaintiffs choose deferred lump sum payments (in addition to their monthly payments) in order to be able to reinvest at presumably/hopefully higher future interest rates. However, without this new option when they receive their lump sum payment and reinvest it, their new investment will be taxable. But with the Convertible Lump Sum the new payment stream will be ENTIRELY TAX FREE. No plaintiff will be required to do this.
This survey seeks your opinion as to whether you would like this OPTION available to your clients. Thank you for your feedback.