Traci Kaas

Traci Kaas Email and Phone Number

Certified Financial Transitionist®Certified Structured Settlement ConsultantSettlement Planner, Financial Planner @ Kaas Settlement Consulting
9210 Irvine Center Drive, Irvine,CA 92618,United States
Traci Kaas's Location
Orange County, California, United States, United States
Traci Kaas's Contact Details

Traci Kaas personal email

n/a
About Traci Kaas

Everyone has experienced the stress of life changes. As a Settlement Planner and a Certified Financial Transitionist™, my job is to help navigate those changes.I provide comprehensive planning services for many areas including catastrophic cases, like product liability and medical malpractice, to workers' compensation, mass torts, and cases involving minors. I also offer assistance for non-personal injury cases, such as class action, employment, and anyone involved in a financial transition.Ready to start planning?

Traci Kaas's Current Company Details
Kaas Settlement Consulting

Kaas Settlement Consulting

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Certified Financial Transitionist®Certified Structured Settlement ConsultantSettlement Planner, Financial Planner
9210 Irvine Center Drive, Irvine,CA 92618,United States
Website:
tracikaas.com
Employees:
5
Traci Kaas Work Experience Details
  • Kaas Settlement Consulting
    President, Settlement Planner
    Kaas Settlement Consulting Jun 2008 - Present
    Irvine, Ca
    Specializing in settlement planning for the physically injured, we help clients make lifelong decisions during traumatic times. Our staff provides hands-on personalized service, including on-site attendance at mediation and voluntary settlement conferences.In conjunction with our strategic alliances, we offer a full range of settlement support services, including:-Case, Damage and Wage Loss Analysis-Life Care Planning, Costing and Financing-Access to Settlement Annuity, Bond Trust, Funding Agreement and Reinsurance Providers-Customized Settlement Solutions
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  • The Settlement Alliance-West
    Managing Partner, Settlement Planner
    The Settlement Alliance-West Jul 2014 - Present
    Irvine, Ca
    Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA’s West Coast division, The Settlement ALLIANCE-WEST. We continue to offer clients the most comprehensive settlement planning services in the industry, including:-Structured Settlement Annuities-Financial Transition Planning- Income Tax Free & Tax-Deferred Annuities-Government Benefit Preservation-Attorney Fee Deferrals-Lien Resolution Assistance-Medicare Set-Aside Assistance-Trust Planning-Mass Tort Settlement Resolution-Qualified Settlement Fund AdministrationArmed with extensive and ongoing training as a Certified Financial Transitionist™ from the Sudden Money® Institute, I also understand how to best navigate the technical and personal issues that clients will experience during their financial transitions. Additional services include:-Life Care Planning-Estate Planning-Philanthropy Planning

Traci Kaas Skills

Financial Planning Catastrophic Personal Injury Life Insurance Products Structured Settlements Case Evaluation Sudden Money Advisor Trust Evaluations Life Insurance Strategic Financial Planning Trust Evaluations Personal Injury Mediation Wrongful Death Personal Injury Litigation Hearings Settlement Appeals Trials Estate Planning Litigation Civil Litigation Class Actions Product Liability Legal Assistance Litigation Support Fixed Annuities Insurance Trusts

Traci Kaas Education Details

Frequently Asked Questions about Traci Kaas

What company does Traci Kaas work for?

Traci Kaas works for Kaas Settlement Consulting

What is Traci Kaas's role at the current company?

Traci Kaas's current role is Certified Financial Transitionist®Certified Structured Settlement ConsultantSettlement Planner, Financial Planner.

What is Traci Kaas's email address?

Traci Kaas's email address is tr****@****est.com

What schools did Traci Kaas attend?

Traci Kaas attended University Of Notre Dame - Mendoza College Of Business, State Of California Insurance Commission, The Sudden Money® Institute.

What skills is Traci Kaas known for?

Traci Kaas has skills like Financial Planning, Catastrophic Personal Injury, Life Insurance Products, Structured Settlements, Case Evaluation, Sudden Money Advisor, Trust Evaluations, Life Insurance, Strategic Financial Planning, Trust, Evaluations, Personal Injury.

Who are Traci Kaas's colleagues?

Traci Kaas's colleagues are Magaly Herrera Loza, Xanthe Cuellar.

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