Skip to main content

PLEASE Let us help you CYA!!


In 2001 a trial attorney and guardian ad litem paid $4.1 million to settle claims relating to a personal injury case that was settled on an all cash basis because the claimant was not properly educated as to their options pertaining to a structured settlement (Josephine Grillo, As Guardian and As Next Friend
for Christina Grillo, A Minor v. Tom L. Pettiette, T. E. Swate, and Hardy Milutin & Johns, 96th  District Court, Tarrant County, TX, Cause No. 96-145090-92. Settlement amounts as reported in Lawyers Weekly 8/2/2001.)

We have developed an awesome short on line video that educates claimants on their financial options and has them execute a waiver similar to the one above online.   We can customize an online page with your firm's logo and information so all you need to do to ensure this doesn't happen to you is have each client watch the video and submit their contact information in the online form.

PLEASE don't let this happen to you and your firm!  We advise our clients to have each client sign what we call a "Grillo" waiver which contains the following language, which is part of the online form we create for your firm:

I have been educated by my attorney regarding structured settlement options available to me and my family. I acknowledge that I have been given an opportunity to meet with a structured settlement consultant of my choice. I am aware that the law enables me to receive significant tax advantages in the event I choose a structured settlement as outlined in the video. I understand that if I do not participate in a structured settlement, I lose my opportunity to obtain these significant tax advantages and could be fully taxed at my highest income tax bracket.
My attorney has warned me of the pitfalls of not selecting a portion of my recovery to be included in a structured settlement. Due to unexpected events or circumstances, many plaintiffs who do not participate in a structured settlement lose their money due to investment risks and/or deplete their funds and lose financial security.
I understand that this is my only opportunity to take advantage of a structured settlement and that my settlement decision cannot be changed or reversed on a future date.
By completing the information below, I will have further opportunities to ask questions of a structured settlement professional, without obligation, so I can best understand all of my options.

Please let us know if you would like us to customize and make this video available to your firm!  Email us at info@whitehousellc.com or call us at (734) 433-1670.

www.whitehousellc.com


Comments

Popular posts from this blog

May Market Update

 Greetings! I hope you are doing well! The latest market recovery, driven by optimism about trade deals, resilient economic fundamentals, easing inflation, and strong corporate profits, serves as a reminder that periods of turmoil often create investment opportunities. Despite potential short-term disruptions and stagflation risks, investors are advised to stay the course and maintain their long-term strategies, as history shows that markets tend to reward disciplined, long-term investors. P l e a s e   c o n t a c t   my  anytime   w i t h  at (734) 272-4322 or email at cyril.white@fourfinancial.com with your  q u e st i o ns and concerns! S i n c ere l y,                                                          Cyril Certified Financial Planner(tm)  Securities offered through LPL Financial | Member FINR...

April 2025 Market Volatility Update

Hello! I hope you're doing well! Well, we continue to live in interesting times! M a r k e t s h av e c ont i n u ed t o m o v e s h a r pl y i n r e s p o n s e t o n ew l y an n o un c ed t a r i ffs an d g r o w in g c on c e r n s o v er g l o ba l t r a de. F r i d a y ’ s st eep s e l l o ff ex t e n ded in t o M o n d a y, w i t h v o la t ili t y rem ai n i n g e l e v a t ed ac r os s s e c t o r s a n d a ss et clas s e s. Th i s i s w hat w e c a l l a g ut c he c k m o ment. A t i me w h en t h e h e a d li n es feel l o u d. Th e n u m b ers feel sh a r p . A n d y o u r in st i n c t s m a y s t a rt t o q u e s t i o n y o u r pla n . Givin g a d vic e no t t o pa n i c d u r i n g s e v ere m a r k et d o w n t u r n s ca n feel a l i t t l e clic h é, b u t i t i s t h e m o s t i m p o r t a n t pi e c e o f f i n a n cia l a d vic e y o u ca n g e t . Please click on the video ico...

Best Financial Planning / Investment Books: "The Richest Man in Babylon" Book Review

  Hey guys. Cyril White, Certified Financial Planner, Four Financial Management, where it is my mission to help as many of you get as wealthy and as healthy as possible! I've been in the financial business,   financial planning, wealth management, investment management business, call it what you will, for going on over 25 years now. It's crazy how time flies when you’re having fun!   I'm often asked, what books can one read to improve their financial situation, to educate yourself on personal financial issues, concepts and best practices. So what I've decided to do is I'm going to put together these videos to cover many of the most popular financial planning, personal financial management and investing books, all of which I have read, and I'm going to give you my two cent on them and provide a review of these books. You can find a comprehensive list of all the books in the notes to this video. My list of popular personal financial planning and investment books w...