Strategic Settlements
- Company typePrivate
- Founded2006
- HeadquartersCovington, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Strategic Settlements firmographics
Firmographics- Name
- Strategic Settlements
- Legal name
- Strategic Settlements
- Website
- https://strategicsettlements.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Strategic Settlements industry classification
Industry- Product category
- Structured Settlement Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Structured Settlement Annuities (FSAIACAJ)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Structured Finance Legal, Trustee & Administration (FSACACAJ)
Keywords
Where Strategic Settlements is headquartered
LocationHeadquarters
- HQ city
- Covington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Strategic Settlements business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Settlement Planning Advisory Services: Consulting fees generated from providing structured settlement advisory services to claimants, attorneys, and claims professionals. Revenue appears to come from commissions or fees on structured settlement annuity products placed, as well as direct consulting engagements for complex settlement planning including special needs trusts and 468(b) trusts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Free initial consultation |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Strategic Settlements product offering
Product offeringCore offering
Strategic Settlements is a boutique financial advisory firm that guides personal injury claimants, attorneys, and claims professionals through the structured settlement process, including annuity placement, government benefit preservation, attorney fee deferral, and non-qualified settlement planning. The firm conducts one-on-one consultations, often at attorney offices, and surveys the entire annuity market to recommend structures that provide tax-free payments, guaranteed returns, and lifetime income streams. Additional advisory work includes facilitating special needs trusts and 468(b) trusts during mediation and settlement conferences.
Product overview
Strategic Settlements operates as a structured settlements advisory firm offering a unified service portfolio centered on financial settlement planning. The core offerings include Structured Settlement Consulting (providing tax-free annuity-based payment solutions), Government Benefit Preservation (ensuring clients maintain eligibility for needs-based programs), Structured Attorney Fees (enabling legal professionals to defer compensation), and Non-Qualified Settlements (optimizing investments for non-tax-exempt cases). The firm also provides a Settlement Calculator tool for prospective clients to estimate net settlement values. Tay Robinson, the founder, brings over 20 years of financial planning experience to guide injured parties, attorneys, and claims professionals through mediation and settlement conferences, including special needs trusts and 468(b) trust implementations.
Differentiator
Problem solved
Functional benefit
Companies that use Strategic Settlements
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Strategic Settlements technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Strategic Settlements partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Cigna Financial AdvisorsminorTay Robinson began his career as a financial planner with Cigna Financial Advisors before founding Strategic Settlements. This is an early career history reference rather than a current partnership.
- University of KentuckyminorTay Robinson has published chapters in the Workers Compensation Handbook published by the University of Kentucky, establishing thought leadership in the legal/settlement community.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Strategic Settlements competitors and assessment
Company assessmentDirect peers
- The Settlement Alliance: Structured settlement consulting network serving plaintiff attorneys nationally with annuity placement and settlement planning. Comparable as an independent broker targeting the same attorney referral channel and offering multi-carrier annuity sourcing.
- Sage Settlement Consulting: Independent structured settlement consulting firm working with attorneys and claimants on annuity placements and settlement planning. Closely comparable in service scope (structured settlements, attorney fee deferral, government benefit preservation) and independent multi-carrier positioning.
- Settlement Advisors, Inc. Structured settlement advisory firm providing plaintiff-focused settlement planning, structured attorney fee services, and special needs trust coordination. Comparable boutique competitor serving personal injury attorneys and claimants with annuity placement expertise.
- Structured Financial Associates: Independent structured settlement broker placing annuities for personal injury claimants and consulting on settlement planning strategy. Directly comparable in business model and target customer base (plaintiff attorneys and individual claimants).
- Carlson Cash & Associates: Independent structured settlement consulting firm serving plaintiff attorneys and claimants with annuity placement and settlement planning. Comparable boutique peer with similar advisory model and attorney referral GTM.
Broad incumbents
- MetLife Structured Settlements: Major life insurer that issues structured settlement annuities as a funding source for plaintiff settlements. Comparable as an upstream provider of the annuity products that Strategic Settlements structures and recommends to claimants.
- Ringler Associates: Largest structured settlement brokerage in the U.S. with a national network of consultants serving plaintiffs, attorneys, and insurers across all 50 states. Directly comparable as a multi-carrier structured settlement advisor competing for the same attorney referral pipeline, but at substantially greater scale and geographic breadth.
- Berkshire Hathaway Life Insurance Company of Nebraska: Issuer of structured settlement annuities for personal injury and wrongful death cases. Comparable as one of the carriers Strategic Settlements surveys when shopping the market for the highest-rated annuity options.
- MassMutual Capital (Structured Settlements): Major issuer of structured settlement annuities and structured settlement purchaser through its capital markets arm. Comparable as a counterparty in the structured settlement value chain that brokers like Strategic Settlements place business with, but operates as principal rather than advisor.
Others
- National Structured Settlements Trade Association (NSSTA): Industry trade association representing structured settlement brokers, providers, and attorneys. Comparable as the ecosystem body that defines professional standards and connects Strategic Settlements to peer brokers, providers, and continuing education.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Strategic Settlements social profiles
Digital presenceStrategic Settlements financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategic Settlements leadership team
Management profileNumber of profiles
Profiles1 record
Strategic Settlements funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategic Settlements M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strategic Settlements
What does Strategic Settlements do?
Strategic Settlements is a boutique financial advisory firm that guides personal injury claimants, attorneys, and claims professionals through the structured settlement process, including annuity placement, government benefit preservation, attorney fee deferral, and non-qualified settlement planning. The firm conducts one-on-one consultations, often at attorney offices, and surveys the entire annuity market to recommend structures that provide tax-free payments, guaranteed returns, and lifetime income streams. Additional advisory work includes facilitating special needs trusts and 468(b) trusts during mediation and settlement conferences.
Is Strategic Settlements a public or private company?
Strategic Settlements is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strategic Settlements founded?
Strategic Settlements was founded in 2006. It employs 11 to 50 people.
Where is Strategic Settlements based?
Strategic Settlements is headquartered in Covington, United States, in the North America region.
How does Strategic Settlements make money?
One revenue line is on record: settlement Planning Advisory Services.
Who are Strategic Settlements's main competitors?
Direct peers on record are The Settlement Alliance, Sage Settlement Consulting, Settlement Advisors, Inc., Structured Financial Associates and Carlson Cash & Associates. Broad incumbents are MetLife Structured Settlements, Ringler Associates, Berkshire Hathaway Life Insurance Company of Nebraska and MassMutual Capital (Structured Settlements). National Structured Settlements Trade Association (NSSTA) is listed as an others.
Does Strategic Settlements have an API?
No public API is recorded for Strategic Settlements.
What industry is Strategic Settlements in?
Strategic Settlements's product category is Structured Settlement Advisory Services. Its primary akta.pro industry code is FSAIACAJ, Structured Settlement Annuities, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.