Client-Recommended Attorneys, Adjusters, Experts and TPAs
Client-Recommended Attorneys, Adjusters, Experts and TPAs



Best's Recommended Expert Service Providers

Structured Settlements


260 Newport Center Dr., #100, Newport Beach, California 92660

Established: 2009

CA Insurance License: 0A96173

About Us

The Finn Financial Group is a full-service, specialty planning firm with a commitment to protecting the long-term financial stability of its clients. We believe this can best be achieved through a stream of guaranteed payments carefully tailored to each individual's specific needs. Our diligent work has resulted in a long list of satisfied clients across all lines of advocacy and a high degree of trust.


Services Rendered

  • Structured Settlements
  • Structured Attorney Fees
  • Taxable Damage Structured Settlements
  • Retirement Annuities
  • 401(k) and SEP Roll-Overs
  • Structured Installment Sales
Attorney Services:
- Help meet due diligence obligations by having independent verification of structured settlement terms offered
- Perform present value analysis of damages
- Help determine appropriateness of a structured settlement for attorney clients
- Assist with plan design and life insurance company selection
- Attend mediations
- Conduct seminars for law firms or bar associations
- Structure attorney fees

Insurance Company Services:
- Provide structured settlement illustrations and present value analysis
- Assist in presenting offers to unrepresented claimants or attorneys
- Consult with claims management to help implement an effective structured settlement program designed to reduce claims volume and increase settlement success
- Design and conduct claims training programs aimed at increasing productivity

Other Services:
- Non-Structured Settlement Annuities
- Retirement Annuities
- Life Insurance

Qualifications

For over 30 years, Dan Finn has earned a reputation for his caring approach with people combined with a focus on due diligence, accuracy, consistency, and fairness across all lines of advocacy. Endorsed by some of the country's most distinguished lawyers, claims professionals, Fortune 500 companies, and respected mediators, Dan is fully licensed, credentialed, and insured.


Professional Memberships

  • CPCU Society
  • National Structured Settlements Trade Association - Past President and Chairman, Board of Directors
  • Society of Insurance Trainers & Educators
  • Claims & Litigation Management Alliance - Fellow

Service Area

Serving the continental United States


Personnel Information


Dan Finn, CPCU, MSSC, RICP®

As a member of the Chartered Property Casualty Underwriters (CPCU) Society, Dan served on its Claims, Reinsurance and Risk Management Committees frequently participating as a speaker for CPCU national and regional symposia. A Claims Litigation Management (CLM) Fellow and member of the Society of Insurance Trainers and Educators (SITE), he has conducted educational seminars for the Insurance Education Association and for lawyers which have been approved by the State Bar of California for Minimum Continuing Legal Education (MCLE) Credit. A former public schoolteacher and basketball coach, he graduated from Ohio State University with a Bachelor of Science in Education.

In cooperation with the University of Notre Dame, the National Structured Settlements Trade Association (NSSTA) conferred upon Dan its Master's Certificate in Structured Settlement Consulting (MSSC) designation following completion of a prescribed course of study, experience requirements, and completion of a peer-reviewed research paper, making him one of the first in the nation to earn this designation. His NSSTA peers elected him to its Board of Directors in 2009. In 2010, the Board unanimously elected him President for the 2011-2012 term. A believer in lifelong education, he also studied cash flow analysis, employee benefits, income taxation, and retirement/estate planning at the University of California, Irvine. In 2014, he earned his Retirement Income Certified Professional® designation from The American College of Financial Services.

Articles

Taxable Damage Structured Settlements by Dan Finn

Taxable Damage Awards and the Use of Structured Settlements by Dan Finn

Nonphysical Injury Structured Settlements by Dan Finn

Judges Deny Request for Transfer of Structured Settlement Benefits by Dan Finn

A Good Fit by Co-Author: Dan Finn

Are You Too Trusting? by Dan Finn, Plaintiff/Neubauer & Associates


Announcements

Master's Certificate in Structured Settlement Consulting by The National Structured Settlements Trade Association


Talking Trusts for Personal Injury Settlements

DePuy Hip Settlement


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