Structured Settlement 2009 Strategic Analysis

Posted by aaaa at 7:52 AM

ME has begun a mid-year 2009 strategic analysis of the structured settlement industry. This analysis includes attending and reporting about 2009 structured settlement professional stakeholder meetings plus continuing conversations with structured settlement industry leaders.
To organize and publish ME's findings and analysis, ME is developing, and plans to publish and update, a related public wiki titled "Structured Settlements 2009". Here is a preview of this ME public wiki home page.
Purposes of ME's Structured Settlements 2009 wiki
  • Provide ME with a dedicated online resource to identify, capture, organize and publish 2009 structured settlement strategic analysis.
  • Demonstrate how blogs and wikis can interact to improve strategic analysis and learning.
  • Encourage structured settlement knowledge leaders and professional associations to endorse, encourage and participate in strategic industry analysis.
  • Help all structured settlement stakeholders to better understand, improve and grow structured settlements.
Table of Contents - includes references to related 2009 conference presentations; subject to continuing wiki updates:
  • ME primary analytic resources - ME blog reporting for:
  • ME's transitional perspective - structured settlements are undergoing two primary transitions:
    • From claim management to settlement consulting:
      • NSSTA: Settlement Consulting - Joseph DiGangi
      • SSP: Settlement Planning Industry Update - Patrick Hindert.
      • SSP - State of the Art Settlement Planning - Joseph Tombs
      • NSSTA: Looking Forward - Chris Diamantis and Dan Durbin.
    • From historic communication, learning and work processing to Internet-based models:
      • NSSTA:Web 2.0 - Patrick Hindert.
  • Public policy - no 2009 stakeholder association discussions.
  • Legislation and regulations
    • Existing
      • Federal
        • SSP: Tax Panel - Richard Risk; Sylvius von Saucken; Peter Wayne.
      • State
        • SSP: Judicial Approval of Minors Settlements - Phillip McCrury.
        • NSSTA: Exemptions for Structured Settlement Payments - Craig Ulman.
    • Proposed - no 2009 stakeholder association discussions.
      • Federal
      • State
    • Political strategy
      • NSSTA: Federal Entitlement Programs - Andrew Imparato.
      • NSSTA: Washington Reports - Eric Vaughn.
      • SSP: AAJ Strategy - John Bowman.
      • NSSTA: Federal and State Issues - Len Blonder.
      • NSSTA political speakers:
        • Senator Richard Durbin (D) from Illinois;
        • Senator Charles Grassley (R) from Iowa;
        • Congressman Charles Rangle (D) from New York;
        • Congressman Kendrick Meek (D) from Florida;
        • Congressman James Langevin (D) from Rhode Island;
        • Congressman Joseph Crowley (D) from New York;
        • Congressman Dave Camp (R) from Michigan;
        • Congressman Brian Higgins (D) from New York;
        • Congresswoman Allyson Schwartz (D) from Pennsylvania;
        • Congressman Joseph Courtney (D) from Connecticut;
        • Plus the Chiefs of Staff for four congressmen.
  • Case law
    • SSP: Litigation and Legislative Update - Anthony Alfieri.
    • NSSTA: Spencer v. Hartford - Michael Miller.
    • NSSTA: Fresno County Factoring Cases - Illana Hanau.
  • Primary and secondary markets
    • NSSTA: Secondary Market Update - Michael Miller and Illana Hanau.
  • Government benefits
    • NSSTA: Federal Entitlement Programs - Andrew Imparato.
    • ASNP: Medicare Secondary Payer Compliance - Mark Popolizio.
    • ASNP:Lien Resolution Strategies - William Browning; Mark Popolizio; Sylvius von Saucken.
    • SSP: MMSEA Section 111 - Mark Popolizio.
    • NSSTA: Medicare Panel - Roy Franco; Mark Popolizio; David Korch; Rafael Gonzoles.
    • NSSTA: Medicaid Panel - John McCulloch; Timothy O'Driscoll; Dennis McAndrews
  • Structured settlement economics
    • ASNP: Structured Settlement Annuities - Jack Meligan and Michele Whitmore.
    • SSP: Life Insurance Insolvencies - Eric Nordman.
    • NSSTA: Financial Strength Ratings - William Pargeans.
  • Structured settlement funding products
    • NSSTA: 468B QSFs - Henry Strong, William Winslow, James Klapps.
    • ASNP: Structured Settlement Annuities - Jack Meligan and Michele Whitmore.
    • ASNP: 468B QSFs - Richard Risk and Jason Lazurus.
    • SSP: Settlement Trusts - Christi Fried.
    • SSP: Settlement Trust Software - David Eichenbaum.
  • Transactional analysis
    • ASNP: Anatomy of a SNSP Case - Frank Johns, Kevin Urbatsch, Patrick Hindert.
  • Stakeholder associations
    • NSSTA (2), SSP and ASNP 2009 meetings.
  • Ethics
    • NSSTA: Business Ethics - Father Oliver Williams.
    • NSSTA: Business Ethics - Mike Jones.
  • Standards
    • SSP: Registered Settlement Planner - Joseph Tombs.
  • Business models
    • Claim management
      • NSSTA: Plaintiff and Defense Brokers - Ronald Sullivan, James Early, Roger Bernstein, Bruce DeBacher, Michael Goodman.
      • SSP:Structured Settlement Insolvencies - Randy Dyer.
      • SSP: Growing Structured Settlements - Randy Dyer.
      • SSP: In-House Structured Settlement Programs - Kevin Mack.
      • NSSTA: Minnesota Bridge Collapse - Jerry Lothrop.
    • Settlement consulting
      • NSSTA: Settlement Consulting - Joseph DiGangi.
      • ASNP: Integrating SNSP with an Elder law Practice - Tim Nay and Sandy Conley.
      • ASNP: Marketing to the Trial Bar - Frank Johns, Jason Lazurus, Kevin Urbatsch.

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