JACK MELIGAN operates at the intersection of structured settlements and financial planning. He is a firebrand advisor, an undisputed thought leader in leveraging structured settlements, and an advocate for injury victims and their families, giving them a voice in the decision-making process. His plaintiff-only firm, SETTLEMENT PROFESSIONALS, INC., eases clients through all phases of settlement planning with the goal of securing the most favorable economic outcomes and safeguarding their financial futures.From his early days in financial services, during which he built a solid foundation in investments and insurance, Jack gravitated to formal financial planning before serendipitously moving into the structured settlements arena. As a writer, speaker, entrepreneur, and one of the first Registered Settlement Planners (RSP) in the U.S., he has vaulted to the forefront of the profession, earning a stellar reputation as a problem solver and a trusted representative for injured parties and their attorneys. Jack is both a pioneer and an innovator in the field of settlement planning. In 2000, he founded the Society of Settlement Planners (SSP) and served as president for the first three years. Under his leadership, the organization has grown to over 200 members, encompassing about one-third of the industry. By transforming his own business model, he revolutionized corporate policy in advisory service by transferring the burden from the trial attorney to the settlement broker. KEY VALUE AREAS♦ Embracing a holistic approach to settlement planning, Jack moves beyond “vanilla” structured settlements and into more integrated income replacement strategies, which encompass Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts.♦ Having built an unrivaled tradition of excellence in financial planning for complex settlement scenarios, Jack and his team design and implement solutions that deliver income replacement, tax savings, greater earnings, and increased government benefits.♦ Committed to providing superior service, Jack acts in the plaintiff’s best interest, even to the economic detriment of the firm, and adheres to the highest standards of personal accountabilityCONNECTION PREFERENCESJack is interested in connecting with plaintiff personal attorney injury attorneys who represent injured parties and elder law/special needs trust (SNT) attorneys. To discuss your case in confidence, please contact Jack at 1.800.666.5584.
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Creator And HostSettlement Pros PodcastPortland, Or, Us
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Founder & Chairman Of The BoardSettlement Professionals Inc. Nov 1987 - PresentPortland, Oregon AreaTHE ORIGINAL PLAINTIFF-ONLY SETTLEMENT PLANNERSJack launched Settlement Professionals, Inc. (SPI) with a mission to represent injured parties faithfully and ethically in structured settlements and assist them in gaining control of their settlements. He and his team have pioneered the “plaintiff-only” focus and grown SPI into the leading settlement planning firm in the United States. SPI serves plaintiffs who have been victims of accidents or malpractice as well as their attorneys. The firm provides comprehensive and holistic settlement planning services and strategies that integrate with best-in-class insurance and financial products.The unique value proposition of SPI is twofold:1). To grow and optimize net settlements and government benefits2). To protect law firms from liability and provide tax-favored treatment for legal fees. Clients who retain SPI realize greater tax savings, maximize their earnings from subsidized investments, and collect more government benefits. The firm maintains offices in Arizona, Oregon, South Carolina, and Washington.To learn more about our portfolio of settlement planning services, please visit www.settlepro.com/ or call us to schedule a complimentary consultation at 1 (800) 666-5584. -
Founder & Executive ChairmanThe Plaintiff'S Msa And Lien Solution Llc Sep 2014 - PresentPortland, Oregon AreaThe first national MSA, MSP compliance, and lien resolution firm dedicated to working exclusively with plaintiffs and trial lawyers. PMLS provides consultation on avoidance and minimization of MSAs, in addition to allocation services, funding analysis and implementation, and lifetime administration. In addition, the firm serves its clients in the resolution of Medicare conditional payments as well as Medicaid, ERISA, and all other single-event liens.For questions related to the specific terms and conditions of your case, please feel call us for a complimentary consultation and let us help you avoid any Medicare issues that could compromise or impede your settlement: 1 (888) 672-7583.INSERT VIDEO HERE: https://youtu.be/EmkhfnCrnus -
Founder & Executive ChairmanSettlement Capital Advisors Llc Jan 1999 - PresentPortland, Oregon AreaA Registered Investment Advisory Firm delivering time-tested, conservative, and comprehensible investment management services to injury victims, trial attorneys and select others. SCA assists injury victims and their families in the management of their investments for income and growth with programs that are designed to offset future inflation, minimize stress, and provide peace of mind.The firm’s range of benefits comprises the following:♦ Low-cost wealth management with no account minimums♦ World-dominating blue-chip dividend grower investment strategy♦ Income and growth that meets or beats the rate of inflationTo learn more about our robust catalog of services, please visit https://settcap.com/, or call us directly at 1 (800) 666-5584. -
Founder And ChairmanThe Spi Group 1987 - PresentJack is a settlement planning industry trailblazer who provides visionary and strategic leadership to this umbrella company, which was formed to consolidate the following business entities:♦ Settlement Professionals, Inc.♦ Settlement Capital Advisors♦ The Plaintiff’s MSA & Lien Solution LLC The company and its subsidiaries provide prudent and trusted counsel in all areas of settlement planning. Key areas of expertise include, but are not limited to:♦ Investments♦ Insurance Coverages♦ Government Benefits♦ Mediation Strategies♦ Structured Settlements♦ Lien Resolution♦ MSA Avoidance/Minimization♦ Wealth Management & Estate Preservation♦ Retirement Planning♦ Mass-Tort AdministrationFor more detailed service descriptions, and to schedule a post-settlement consultation, please visit www.settlepro.com or call us directly at 1.800.666.5584.
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Creator & HostSettlement Pros Podcast Aug 2020 - PresentPortland, OregonJoin Jack as he interviews the top trial lawyers in the United States. Through the knowledge shared in this podcast, injury victims and their families increase their chances of locating and retaining TRUE trial attorneys that ACTUALLY TRY CASES in courtrooms and, hence, maximizing the outcomes of their case.Listen to the Settlement Pros Podcast wherever you get your podcasts.
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Founding PresidentSociety Of Settlement Planners 2000 - 2003The Society of Settlement Planners (SSP) seeks to promote the profession of settlement planning, and increased utilization of professional settlement planners by injury victims and their families.Jack is a founding and past president, having served as the organization’s founding president, and returning to that role in 2011-2012. -
Structured Settlement ConsultantInternational Settlement Services, Inc. Feb 1986 - Nov 1987Portland, Oregon AreaInternational Settlement Services, Inc. was based out of San Jose, CA, but had an office in Portland. During this time I worked with personal injury victims, solely on the structured settlement portion of their case.
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Financial PlannerInterwest Financial Feb 1983 - Feb 1986Portland, Oregon AreaInter Agency Associates became InterWest Financial in February of 1983, switching its focus from insurance to investments and financial planning. The only insurance service it retained was life insurance. -
Financial PlannerInter Agency Associates Nov 1979 - Jan 1983Portland, Oregon AreaInter Agency Associates was a multi-lines personal and commercial insurance agency, serving individuals and businesses.
Jack Meligan Education Details
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Pre-Law
Frequently Asked Questions about Jack Meligan
What company does Jack Meligan work for?
Jack Meligan works for Settlement Pros Podcast
What is Jack Meligan's role at the current company?
Jack Meligan's current role is Creator and Host.
What schools did Jack Meligan attend?
Jack Meligan attended Scottsdale Community College.
Who are Jack Meligan's colleagues?
Jack Meligan's colleagues are Dylan Mumm, Michele Whitmore, Trina Nicholson, Heather Burson, David Cross.
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Jack Meligan
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