Jerrod Stacy's Linkedin Analytics

My clients' best interests are my top priorities as a structured installment sale and settlement planner. Structured Installment Sale Pro: ✔Defers and potentially reduces taxes on the proceeds of a sale of real estate, businesses, and agricultural properties ✔Provides a stream of guaranteed income, immune to market volatility and performance, and secured by a top-rated life insurance company such as MetLife ✔Offers a 1031 exchange alternative and improves cash flow and financial planning options ✔Special advantages for agricultural/livestock/crop operations as the IRS allows sellers to immediately receive a pledge loan up to 95% of the sale price from a cooperating lender Structured Settlement Planning Specialist: ✔Comprehensive services including: Structured Settlements, Attorney Fee Planning, Trust Services, Qualified Settlements, Qualified Settlement Funds (QSF), Non-qualified settlements, Lien Resolution, Mass tort settlement resolution, Government benefits preservation, Special Needs Trusts (SNT), and Medicare set-asides (MSA) ✔Works closely with clients and their advisors to assess their needs and develop a plan that maximizes the use of the settlement funds ✔Provides guidance on attorney fee structuring which can help them lower taxes and plan for the future Help clients preserve their government benefits and resolve outstanding liens on the settlement funds, with Lien resolution process free to the firm and reduces lien amounts for plaintiffs