What JMW Settlements does

JMW Settlements is a national settlement planning consultancy headquartered in Washington, DC, that designs, structures, and administers customized financial settlements primarily for personal injury claims and related litigation. The firm operates three core service lines: Structured Settlements (tax-advantaged, periodic-payment plans for injury claimants), Due Diligence Services (compliance, risk assessment, and financial evaluation support for trustees, executors, and guardians), and Structured Asset Sales (tax-deferred payment solutions for owners of appreciated real estate, businesses, securities, and collectibles). Its underlying technology stack is non-proprietary — the firm's value lies in human expertise in tax structuring, regulatory compliance, and fiduciary reporting rather than software platforms. JMW serves plaintiffs, defense counsel, plaintiff attorneys, professional fiduciaries, financial advisors, and asset sellers through direct outreach, attorney and fiduciary referrals, and partnerships with industry ecosystem players (Assura, Arcadia, Structures).

The firm generates revenue through professional services fees on a quote-based, multi-year engagement model tied to each client's settlement circumstances. It reaches customers via a direct phone/intake channel (800-544-5533), a content-driven website, and a network of six U.S. offices (Washington DC, Baton Rouge, Richmond, Rochester, Roanoke, Seattle). The company has been a subsidiary of Integrated Financial Services since July 2013, employs 11-50 staff, and has operated continuously for over four decades under a leadership team led by CEO and Structured Settlement Consultant Rich Regna, COO Patti Nelson, and General Counsel Cassie Barkett.

Name

JMW Settlements

Legal name

JMW Settlements, LLC

Website

https://jmwsettlements.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

JMW Settlements is a national settlement planning consultancy that designs Structured Settlements, Due Diligence services for fiduciaries, and tax-deferred Structured Asset Sales for personal injury claimants, attorneys, and asset sellers across the United States.

Ownership category

akta.pro rank

Product category

Settlement Planning Services

NAICS

Claims Adjusting (524291), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Life Insurance (6311), Services-Management Services (8741)

akta.pro primary industry

Structured Settlement Annuities (FSAIACAJ)

akta.pro secondary industry

Alternative Dispute Resolution & Restorative Justice Programs (BPAIAFAL)

Keywords

• Structured settlements
• Settlement planning
• Due diligence services
• Structured asset sales
• Litigation consulting

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Settlement Planning Consulting Services: JMW Settlements provides expert settlement planning services for personal injury claims, litigation, and structured settlements. Revenue is generated through fees for structuring, designing, and administering customized settlement plans that provide guaranteed income and tax advantages for claimants.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

JMW Settlements is a national settlement planning firm that designs and administers customized structured settlement plans for personal injury claims, workers' compensation, wrongful death, and medical malpractice cases. The firm also provides due diligence and compliance support for fiduciaries managing settlement funds, and structured asset sale strategies that defer capital gains taxes for sellers of appreciated assets. Services are delivered through direct consultation backed by top-rated insurance carriers.

Product overview

JMW Settlements is a national settlement planning firm offering three core service products: Structured Settlements (tax-advantaged periodic payment plans for personal injury claims), Due Diligence Services (compliance and risk management support for fiduciaries), and Structured Asset Sales (tax-deferred payment solutions for selling appreciated assets). These products are designed to work together to maximize settlement value and provide long-term financial security for claimants, attorneys, and fiduciaries nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Structured Settlements Secure, flexible income solutions with 100% tax-free advantages for personal injury claimants, providing guaranteed periodic payments (monthly, quarterly, annual) over time instead of a lump sum.
• Due Diligence Services Precision-driven compliance and risk management support for fiduciaries, including risk assessments, compliance reviews, financial evaluations, and court-mandated fiduciary reports for settlements.
• Structured Asset Sales Optimized strategies for selling appreciated assets while deferring capital gains taxes, with proceeds received in scheduled payments rather than a lump sum.

Quantifiable outcome

• 100% tax-free payments for personal injury structured settlements
• +1 more outcomes

Named customers3 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• AssuracoreStrategic or Co-development PartnerAssura is listed as an industry partner with logo displayed on the JMW Settlements website, indicating a collaborative relationship in the structured settlements ecosystem. Assura (assuratrust.com) specializes in settlement planning and financial services.
• ArcadiacoreStrategic or Co-development PartnerArcadia is listed as an industry partner with logo displayed on the JMW Settlements website. Team Arcadia provides settlement planning and financial services, with JMW team members having profiles on teamarcadia.com.
• StructurescoreStrategic or Co-development PartnerStructures (structures.com) is listed as an industry partner on the JMW Settlements website. Structures specializes in structured settlements and settlement planning services, indicating a collaborative partnership within the industry ecosystem.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Ringler Associates: Ringler is the largest and most established national structured settlement consulting firm in the US, providing annuity-based settlement planning for plaintiffs and attorneys. Directly comparable to JMW in core service offering, customer segments, and revenue model.
• Sage Settlement Consulting: Sage is a national structured settlement consulting firm serving plaintiff and defense attorneys, claimants, and fiduciaries with settlement planning and structured financial solutions. Comparable to JMW across product, customer base, and consultative delivery model.
• Assura Trust: Assura is a settlement planning and financial services firm that is both an industry partner and direct competitor to JMW. Overlapping in structured settlements, due diligence, and structured asset sales for similar claimant and attorney customer bases.
• Structures (US): Structures specializes in structured settlement and settlement planning services and is listed as an industry partner of JMW. Operates in the same niche with overlapping plaintiff attorney, defense counsel, and fiduciary customers.
• Arcadia Settlement Group: Arcadia is a national settlement planning firm where JMW team members hold profiles. Direct peer offering structured settlements, settlement planning, and consulting services to attorneys and claimants across the US.
• TSL Settlement Services: TSL is a structured settlement consulting firm serving plaintiff and defense attorneys nationwide with annuity-based settlement planning. Directly comparable business model and customer segments to JMW.
• Marquee Financial Group: Marquee is a structured settlement and financial consulting firm serving attorneys and claimants with settlement planning services. Comparable in offering and target market to JMW.
• Demarco & Associates Settlement Planners: Demarco & Associates is a structured settlement consulting firm serving plaintiff and defense attorneys with annuity-based settlement solutions. Comparable to JMW in service offering and customer base.

Broad incumbents

• MetLife Legal Plans: MetLife is a major US life insurer that issues structured settlement annuities and offers broader legal, financial, and insurance services. As a major annuity underwriter serving JMW's category, it represents both a partner and a potential disintermediator.
• Prudential Financial Structured Settlements: Prudential is one of the largest US issuers of structured settlement annuities and a major institutional counterparty to settlement planners like JMW. Overlaps with JMW at the product underwriting layer and could expand into adjacent planning services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jmw-settlements-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JMW Settlements