Carriers often try to place the annuity with their own life company or offer companies that are only on their approved lists, which may eliminate superior options. We deliver the best numbers using the most competitive life companies with the highest rates of return. Frequently the carrier will say you have to use their structure consultant which simply isn’t true. You have the right to use Synergy’s services. Most workers’ compensation settlements involving structures are “co-brokered” with consultants representing both parties. There is never any charge to get us involved with the claimant’s settlement planning needs, whether it is attending the mediation, meeting with the claimant, or simply providing MSA funding options. It is imperative to have an advocate on your side that is looking out for your client’s best interests and can protect your firm from any legal malpractice traps involving structured settlements or Medicare set asides. We can provide suggested language to put into your demand package, as well as the mediation agreement to insure your client is protected by our involvement.
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