1

Meeting Your Account Executive

The first step to sell your structured settlement payments is speaking with a J.G. Wentworth account executive so we can give you a quote.

First Call Blue Background

Taking the First Step to Your Lump Sum

Maybe you watched one of our famous TV commercials, saw an ad at a website, or read an article about converting your future structured settlement payments into cash. Now, you want to see how much money you could get by selling your structured settlement payments to us.

J.G. Wentworth has more than 25 years of experience helping people turn their future payments into a lump sum of cash. We know it's an important financial decision, and we're honored that you've chosen to take this first step by speaking with us.

Preparing for the Call

All you need to have is an idea of how much cash you want to get from your payments, and a general idea of how your current payments work.

The best way to think of your first call with an account executive is to treat it as an introduction. We'll answer any questions you may have and gather information so we can learn how we might be able to help you meet your goals. To prepare for the call, you just need to have an idea of how much cash you want to get from your payments, and a general idea of how your structured settlement payments work. However, if you want to get a quote from us that explains your options as soon as possible, try to have the following information available before the call:

What Happens If You Don't Have All The Information We Need?

If you have a copy of your benefits letter Document provided by your insurance company that details up-to-date structured settlement payment information including; payment dates and amounts, policy number, and beneficiary information. or annuity contract Contract provided by your insurance company that details policy information including; payment dates and amounts, policy number, and relevant beneficiary information. This document is typically issued around the time of settlement. , it should have the information we need. However, if you don't have everything in time for the first call, don't worry. Your account executive can schedule a conference call with the insurance company that issues your structured settlement. Many companies are willing to release the information to you in this way. If you cannot get this information from them, but you're confident you know the exact dates and amounts of your payments, we can still offer you a quote. However, if this information turns out to be incorrect, we must re-quote at a future date.

What We'll Discuss On The Call

The first call gives you an opportunity to ask questions about selling structured settlement payments and how the process works. It's also a chance for us to get to know more about you.

When we prepare a quote, we want to offer the lump sum you're looking for in a way that makes sense for you. We don't offer "one-size-fits-all" quote options. The offers we present are unique to your structured settlement and your financial situation. Therefore, your account executive will ask you a few questions, including:

Now it's time to Test Your Knowledge

Don't worry, you've already got an A for participation. But if you're feeling up to the challenge you can test your knowledge of the information covered in this step.

Question of

 

Next steps Scheduling a Call to Review Your Quote

After gathering information from you and answering any questions you may have, your account executive will prepare a quote and schedule a call to review it with you. If your account executive was able to get all the information needed during the first call, you might receive your quote on the same day.

We believe it's important to go over your offer on a call to make sure you are clear on your options and so we can answer any questions you have. There is never a cost to speak with an account executive and you don’t have to agree to anything if you wish to receive a quote. We try to make the best offers we can, but no one understands your financial situation better than you do.

* J.G. Wentworth does not provide legal, tax, or financial advice, please consult with independent professionals for such advice.
2
Understanding Your Quote

After your Account Executive has the information they need about your structured settlement payments, they'll offer you a quote.

Begin Step 2
Man illustration Green Background