
MetLife has published a white paper that provides an excellent overview of non-qualified assignments (NQAs) when structuring a settlement. While the white paper uses employment litigation in its discussion, the benefits it outlines can apply to any other non-qualified case.
The white paper highlights:
- Fundamentals of NQAs and how they work
- How NQAs help with settlement tax planning
- Creating guaranteed income over time that meets claimants’ needs
- How NQAs protect settlement proceeds from market volatility
The bottom line: NQAs can help clients:
- Manage settlement proceeds distribution
- Spread out their tax obligation while the settlement funds earn tax-deferred interest within the structured annuity
- Receive guaranteed income regardless of market fluctuations
Non-qualified structures can also be created for attorney legal fees.
Read the white paper here.
Please feel free to contact us to discuss NQAs and structured settlement options available in the marketplace.







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