fee structure plus - monarch-us.com€¦ · fee structure plus tm contingency fee $1,000,000.00...

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STRUCTURED SETTLEMENT ANNUITIES UNIQUE & PROPRIETARY ATTORNEY FEE SOLUTIONS MEDICARE SET-ASIDES LIEN RESOLUTION SERVICES FOR ALL TYPES OF SETTLEMENTS STRUCTURED TO LEAD WWW.FEESTRUCTUREPLUS.COM Integrated Financial Settlements Offers Aorneys the Choice to: Defer Income & Taxaon Earn Market-Related Returns on a Pre-Tax Basis Ulize Your Trusted Financial Advisor or a Trust Company to Manage the Funds Design Periodic Payments to Meet Individual Needs FEE STRUCTURE PLUS Millennium Settlements Inc. (“MSI”), or any of its affiliates, does not provide advice or services related to the purchasing of, selling of or investing in securities or other financial instruments. Any discussion of securities contained herein is not intended or written to be used, and cannot be used, as advice related to the purchasing of, selling of or investing in secur- ities or other financial instruments. MSI, or any of its affiliates, does not provide legal advice or legal services, nor does MSI, or any of its affiliates, provide tax advice or tax services. Any discussion of legal or tax matters contained herein is not intended or written to be used, and cannot be used, as legal advice or for avoiding any penalties that may be imposed under Federal tax laws. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein. Daniel DiVico & Taylor Suon [email protected] [email protected] Office: 407-648-5289 or 866-998-5279

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Page 1: FEE STRUCTURE PLUS - monarch-us.com€¦ · Fee Structure Plus TM Contingency Fee $1,000,000.00 $1,000,000.00 Less: Federal/State Taxes $ (501,273.00) $0.00 Net Fees to Invest $498,727.00

STRUCTURED SETTLEMENT ANNUITIESUNIQUE & PROPRIETARY ATTORNEY FEE SOLUTIONS

MEDICARE SET-ASIDESLIEN RESOLUTION SERVICES

FOR ALL TYPES OF SETTLEMENTSSTRUCTURED TO LEAD

WWW.FEESTRUCTUREPLUS.COM

IntegratedFinancialSettlements

Offers Attorneys the Choice to:

Defer Income & Taxation

Earn Market-Related Returns on a Pre-Tax Basis

Utilize Your Trusted Financial Advisor or a Trust Company to Manage the Funds

Design Periodic Payments toMeet Individual Needs

FEE STRUCTURE PLUS

Millennium Settlements Inc. (“MSI”), or any of its affiliates, does not provide advice or services related to the purchasing of, selling of or investing in securities or other financialinstruments. Any discussion of securities contained herein is not intended or written to be used, and cannot be used, as advice related to the purchasing of, selling of or investing in secur-ities or other financial instruments. MSI, or any of its affiliates, does not provide legal advice or legal services, nor does MSI, or any of its affiliates, provide tax advice or tax services. Any discussion of legal or tax matters contained herein is not intended or written to be used, and cannot be used, as legal advice or for avoiding any penalties that may be imposed under Federal tax laws. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication(including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the InternalRevenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

Daniel DiVico & Taylor Sutton

[email protected]@monarch-us.com

Office: 407-648-5289 or 866-998-5279

Page 2: FEE STRUCTURE PLUS - monarch-us.com€¦ · Fee Structure Plus TM Contingency Fee $1,000,000.00 $1,000,000.00 Less: Federal/State Taxes $ (501,273.00) $0.00 Net Fees to Invest $498,727.00

For More Information Contact:

Daniel DiVico & Taylor Sutton

[email protected]@monarch-us.com

Office: 407-648-5289 or 866-998-5279

WWW.FEESTRUCTUREPLUS.COM

STRUCTURED TO LEAD

Fee Structure PlusTM (FSP) achieves the potential for asset-class diversi�cation that may ad-dress an attorney’s income, retirement planning, operating expenses and other �nancial needs. The funds can be managed by the attorney’s Financial Advisor or a highly rated TrustCompany. FSP is o�ered by the leading provider of attorney fee solutions in the United States.

IntegratedFinancialSettlements

(1) Assumes 10 year average rate of return on S&P 500 of 8.82% from 2003 – 2012.(2) Assumes California Resident

Defer Taxes and Compound Your Earnings

Take Fee in CashUtilize

Fee Structure Plus TM

Contingency Fee $1,000,000.00 $1,000,000.00Less: Federal/State Taxes

$ (501,273.00) $0.00

Net Fees to Invest $498,727.00 $1,000,000.00Invest Fees for 10 years in

S&P 500(1) $1,161,315.00 $2,328,559.00

Net of Taxes(2) $936,972.00 $1,140,730.00Value Created by

Fee Structure PlusTM $203,758.00

Sample Illustration

Millennium Settlements Inc. (“MSI”), or any of its affiliates, does not provide advice or services related to the purchasing of, selling of or investing in securities or other financialinstruments. Any discussion of securities contained herein is not intended or written to be used, and cannot be used, as advice related to the purchasing of, selling of or investing in secur-ities or other financial instruments. MSI, or any of its affiliates, does not provide legal advice or legal services, nor does MSI, or any of its affiliates, provide tax advice or tax services. Any discussion of legal or tax matters contained herein is not intended or written to be used, and cannot be used, as legal advice or for avoiding any penalties that may be imposed under Federal tax laws. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication(including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the InternalRevenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

FEE STRUCTURE PLUS