Structured Settlement Claimant Plan
The Claimant Plan allows a claimant to defer receipt of their non-qualified settlement on a pre-tax basis while investing through portfolios selected by the claimant in accordance with their own financial needs and investment objectives.
As the settlement is invested on a pre-tax basis and grows on a tax-deferred basis, there is a much larger capital base than if the settlement were received by the claimant, taxed and then invested. The net result is the potential for a higher after-tax sum to be received by the claimant.
Importantly, Havelet's clients are able to customize deferral and payment terms, select beneficiaries and will receive a monthly investment statement.