Sage Settlement Consulting

What Sage Settlement Consulting does

Sage Settlement Consulting, formerly The Settlement Alliance, is a nationwide plaintiff-focused settlement planning firm headquartered in Houston, Texas (with operations referenced in Austin). Founded in 2019 under its current brand, the firm employs 51–100 people and operates a coast-to-coast network of settlement consultants serving plaintiff attorneys and their clients across the United States. Its core offering is professional settlement consulting rather than a software product: structured settlement annuities, market-based and non-qualified structured settlements, attorney fee deferral strategies, trust services (including special needs, pooled, and minors' trusts), qualified settlement funds (468B trusts), Medicare Set-Asides, government benefit preservation, lien resolution, mass tort settlement coordination, probate coordination, and law firm financing. Spanish-language services and a dedicated California service line are positioned as distinct go-to-market offerings.

The firm's business model is professional services: revenue is generated through consulting fees and commissions associated with facilitating structured settlement annuities and other settlement planning solutions, working in tandem with annuity carriers and trust administrators. There is no proprietary technology platform; differentiation is built on consultant expertise, deep integration into the plaintiff bar community through memberships in 25+ trial lawyer associations (TTLA, CAOC, CAALA, Florida Justice Association, NY Academy Trial, and others), and an extensive content library of 100+ educational blog posts. GTM is primarily B2B via attorney referral networks, with consultants embedded into law firm case workflows from the early stages of litigation through settlement.

Name

Sage Settlement Consulting

Legal name

Sage Settlement Consulting

Website

https://sagesettlements.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Sage Settlement Consulting is a Houston-based professional services firm and the self-described nation's largest plaintiff-focused settlement planning practice, providing structured settlement annuities, trust services, MSAs, and government benefit preservation to plaintiff attorneys and injured claimants nationwide.

Ownership category

akta.pro rank

Product category

Settlement Planning Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Structured Settlement Annuities (FSAIACAJ)

Keywords

• Structured settlement annuities
• Settlement planning services
• Plaintiff attorney consulting
• Special needs trusts
• Medicare Set-Aside administration

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Settlement Planning Consulting Services: Sage Settlement Consulting generates revenue through consulting fees associated with structured settlement annuities, trust services, and other settlement planning solutions. The company works with annuity providers and receives compensation for facilitating structured settlement arrangements. Their services support plaintiff attorneys and claimants in designing customized settlement plans that may include structured annuities, special needs trusts, Medicare Set-Asides, and other financial vehicles.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Sage Settlement Consulting is a professional settlement planning firm that designs customized structured settlement solutions for personal injury claimants and plaintiff attorneys. The firm facilitates structured settlement annuities, special needs trusts, Medicare Set-Asides, attorney fee deferrals, government benefit preservation, lien resolution, and mass tort settlement administration. Services are delivered through a nationwide network of settlement consultants who work as integrated members of plaintiff legal teams.

Product overview

Sage Settlement Consulting is a nationwide settlement planning firm offering a comprehensive suite of structured settlement and financial planning services for personal injury claimants and plaintiff attorneys. The company's core offerings include Structured Settlement Annuities (providing guaranteed income tax-free), Market-Based Structured Settlements (investment-oriented with growth potential), and Non-Qualified Structured Settlements (tax-deferred for non-physical injury cases). Attorney Fee Deferral Strategies help contingency fee attorneys manage tax liability and create predictable income streams. Trust Services encompass special needs trusts, pooled trusts, and minors' trusts to protect proceeds and preserve benefit eligibility. The firm also provides Qualified Settlement Funds (468B Trusts) for mass tort resolution, Government Benefit Preservation to maintain Medicaid/SSI eligibility, Medicare Set-Asides (MSA) administration, Lien Resolution, Mass Tort Settlement Coordination, Probate Coordination, and Law Firm Financing. The company operates with a nationwide network of settlement consultants and provides Spanish-language services through dedicated bilingual staff.

Differentiator

Problem solved

Functional benefit

Products and services

• Structured Settlement Annuities

Quantifiable outcome

• Structured settlement annuities provide 100% income tax-free growth for physical injury and wrongful death cases
• +3 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• Arcadia Settlements GroupminorStrategic or Co-development Partner · 1 October 2019Arcadia Settlements Group collaborated with Sage consultant Randy Levine on obtaining a favorable IRS Private Letter Ruling regarding the taxability of wrongful life settlements.
• National Structured Settlements Trade Association (NSSTA)minorOthers · 1 October 2019NSSTA is the national trade association for the structured settlement industry. Sage consultants participate in industry initiatives through NSSTA, including advocacy efforts and the favorable IRS ruling on wrongful life settlements.
• BBB (Better Business Bureau)minorOthersSage Settlement Consulting maintains BBB accreditation as a mark of business legitimacy and customer service standards. The BBB accreditation indicates commitment to ethical business practices and provides additional credibility for potential clients.
• Sage Angel FoundationminorOthersRelated foundation supporting disabled individuals and families served by Sage Settlement Consulting. The foundation is part of the company's ecosystem of support for disabled claimants.
• AmetrosminorStrategic or Co-development PartnerAmetros is a professional MSA administration partner mentioned in content about Medicare Set-Asides. They provide professional administration services for MSA accounts, handling medical concerns, pharmacy and doctor coordination, and CMS reporting.
• Trial Lawyer Associations (25+ organizations)coreOthersSage maintains active memberships in over 25 trial lawyer associations nationwide including TTLA, HTLA, PJG, PFJ, CAOC, OCTLA, OTLA, AASC, CASD, NEPATLA, Idaho Trial Lawyers, NY Academy Trial, Wyoming Trial Lawyers, DC Trial Lawyers, Philly Trial Lawyers, Colorado Trial Lawyers, Dallas Trial Lawyers, CAALA, San Francisco Trial Lawyers, Florida Justice Association, AASC, and Maryland Trial Lawyers. These memberships provide community engagement, professional development, and referral networks within the plaintiff bar.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ringler Associates: Ringler Associates is the largest and most established structured settlement consulting firm in the United States, offering the same core service suite — structured settlement annuities, attorney fee deferrals, trust services, and Medicare Set-Asides — to plaintiff and defense counsel. It is the most directly comparable competitor to Sage's plaintiff-focused model and serves as the primary competitive benchmark.
• Ametros: Ametros is a professional Medicare Set-Aside administration firm that handles MSA account administration, pharmacy coordination, and CMS reporting for settlement claimants. Listed as a Sage partner in source materials, Ametros also competes directly for MSA-related settlement services and shares Sage's plaintiff-side claimant focus.
• Counsel for Financial Security: A national structured settlement consulting practice serving plaintiff attorneys and claimants with structured annuity placement and related planning services, operating with the same target customer base and core product offering as Sage Settlement Consulting.
• The Settlement Group: An independent structured settlement consulting firm facilitating structured annuity placements and settlement planning for plaintiff-side claimants, competing directly with Sage for referrals from personal injury and mass tort plaintiff attorneys nationwide.

Others

• National Structured Settlements Trade Association (NSSTA): Industry trade association representing structured settlement providers, brokers, and consultants. Sage participates through its consultants and benefits from NSSTA's advocacy and standards work — an ecosystem participant that shapes the operating environment for all settlement planning firms.
• McKissock: Continuing education and training provider for structured settlement planners and insurance professionals. McKissock is an ecosystem participant that helps set professional credentials and continuing-education standards in the same talent pool from which Sage recruits its consultants.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/SageSettlements

Revenue estimate

Valuation estimate

Number of profiles

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 Sage Settlement Consulting