Settlements Plus™ (SP) allows for deferred funds to be placed in a vehicle other than a traditional annuity or U.S. Treasuries in order to realize market-related returns on the value of the future periodic payments. With SP, funds are managed by a reputable trust company specifically designated for the program.
*Periodic payments received on account of personal physical injury/sickness within the meaning of IRC 104(a) are excluded from gross income.
Greater long-term benefit
Market-driven growth potential
Additional investment options