Post Settlement Planning
The Case May Be Over. The Financial Decisions Are Just Beginning.
Receiving a personal injury settlement can create opportunities, questions, and important financial decisions. Post Settlement Planning helps settlement recipients slow down, organize those decisions, and think carefully about what comes next.
For Settlement Recipients
For Your Attorney, Settlement May Be Familiar. For You, It May Be a Once-in-a-Lifetime Financial Event.
A settlement can raise important questions across many areas of your financial life.
- Debt and obligations
- Housing decisions
- Investing and savings
- Cash reserves
- Medical and care needs
- Family considerations
- Retirement planning
- Tax implications
- Government benefits
- Long-term income
For Attorneys
You Fought for the Recovery. Help Your Client Think Carefully About What Comes Next.
Post Settlement Planning gives personal injury firms an optional client-care resource — without requiring attorneys or staff to become financial advisers. Your role takes less than two minutes.
Learn more for attorneys→What the Research Shows
2025 MetLife Personal Injury Settlement Study
$324,148
average settlement among respondents
43%
originally took their settlement entirely as a lump sum
15%
later said a full lump sum would have been their ideal approach
"The lesson is not that one strategy is right for everyone. The lesson is that major financial decisions deserve thoughtful consideration."
Source: 2025 MetLife Personal Injury Settlement Study. This research does not suggest any particular product or strategy is right for every client.
For Attorneys
High Client Value. Minimal Firm Effort.
Your firm mentions the resource.
The client decides whether they want an introduction.
Post Settlement Planning handles the rest.
The firm's role takes less than two minutes.
Learn More for Attorneys→A Conversation Doesn't Obligate You to Buy Anything.
The first step is simply understanding your situation, your priorities, and what comes next.