Settlement Analysis


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General Information
Settlement Date:  
Client First Name:  
Client Middle Initial:  
Client Last Name:  
Date of Birth:  
Gender:   Male Female
Labor Status:   Active Inactive
Discount Rate:   %
Use default discount rate
Lump Sum Payments
Payment Amount Age or Date of Payment
Up Front
2nd or
3rd or
4th or
5th or
Annuity Settlement
Periodic Payment Description
1st Series
Amount $
Times/Year
Start Date
End Date Check here if until end of life.
Growth Rate %
Guaranteed for years.
2nd Series
Amount $
Times/Year
Start Date
End Date Check here if until end of life.
Growth Rate %
Guaranteed for years.
3rd Series
Amount $
Times/Year
Start Date
End Date Check here if until end of life.
Growth Rate %
Guaranteed for years.
4th Series
Amount $
Times/Year
Start Date
End Date Check here if until end of life.
Growth Rate %
Guaranteed for years.
5th Series
Amount $
Times/Year
Start Date
End Date Check here if until end of life.
Growth Rate %
Guaranteed for years.

By selecting "Submit", I acknowledge that I have read the disclaimer.

© Copyright 1999 Frankenfeld Associates Interactive
Last Updated 9/6/99