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Structured Settlements
260 Newport Center Dr., #100
Newport Beach, California 92660Locate in Google Maps
Telephone: 949-999-3322
Toll Free: 800-531-7466
Mobile: 949-274-5485
Fax: 949-999-3375
E-Mail: Dan@FinnFinancialGroup.com
FinnFinancialGroup.com
About Us
Services
Qualifications
Professional Memberships
Service Area
Personnel
Articles
Announcements
Additional Links
Insurance Law Podcasts
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CA Insurance License: 0A96173
Established: 2009

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.
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Services Rendered
Structured Settlements; Structured Attorney Fees; Taxable Damage Structured Settlements; Retirement Annuities; 401(k) and SEP Roll-Overs; Structured 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
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Qualifications
For more than 25 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 Super Lawyers, Fortune 500 companies and respected mediators, Dan is fully licensed, credentialed and insured.
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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
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Service Area
Serving the continental United States
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Personnel Information

Dan Finn, CPCU, MSSC™, RICP®, Masters Certificate in Structured Settlement Consultant™ (MSSC™)
In cooperation with the University of Notre Dame, the National Structured Settlements Trade Association (NSSTA) conferred upon Dan its Master's Certified Structured Settlement Consultant (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, retirement and estate planning at the University of California, Irvine. In 2014, he earned his Retirement Income Certified Professional® designation from The American College.

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 school teacher and basketball coach, he graduated from Ohio State University with a Bachelor of Science in Education.
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Articles
Taxable Damage Structured Settlements by Dan Finn

Taxable damage awards and the use of structured settlements by Dan Finn

Singing about Aging and Thinking About Cash Flow, by Dan Finn

Blending Traditional and Market-Linked Structured Settlements for the Best of Both Worlds

Learn How to Tip the Scales of Justice in Your Favor
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Announcements
Master’s Certificate in Structured Settlement Consulting™ by The National Structured Settlements Trade
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Additional Links
The Finn Blog

Our YouTube Channel

Structured Settlement Myths

Structuring Your Attorney Fees

My Taxable Settlement

My Structured Fee

DePuy Hip Settlement

Just Published: Nonphysical Injury Structured Settlements Article
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Insurance Law Podcasts
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