Kathleen Bagley, Structured Settlement Consultant

CA License #OM50057

Licensed States:

Arizona, California, Colorado, Delaware, Nevada, New Mexico, New Jersey, New York, Texas, Utah

Experience:

Kathleen Bagley is a seasoned settlement consultant with over two decades of experience in structured settlement planning. Her expertise covers a wide range of cases, including personal injury, medical malpractice, wrongful death, workers’ compensation, class actions, mass torts, minors’ compromises, sexual abuse and harassment, structured installment sales, discrimination, and employment litigation. She provides comprehensive settlement services to all parties involved, including claims professionals, law firms, and their clients.

Expertise:

Kathleen offers customized settlement solutions that meet the unique needs of both injured individuals and claims professionals. Her services include pre-mediation case reviews, litigation support, and strategies to preserve government benefits. She is highly skilled in compliance programs, such as Medicare Set-Asides (MSAs), and serves as a valuable resource during mediations and settlement conferences. Additionally, her expertise extends to trust services, post-settlement financial planning, and other tailored solutions to ensure fair and equitable outcomes for all stakeholders.

Kathleen is known for her collaborative approach, working closely with all parties to evaluate each case’s specific circumstances. She develops strategic, tax-advantaged settlement plans that offer financial security and peace of mind. Her dedication to achieving positive outcomes makes her a trusted partner throughout the settlement process.

Professional Memeberships/Certifications:

As a proud member of the National Structured Settlement Trade Association (NSSTA), Kathleen is committed to professional excellence and community engagement. In addition to her NSSTA membership, she is a Licensed Insurance Agent in multiple states (Life, Accident & Health) and holds a LOMA Level 1 Certification in Insurance Fundamentals.

Personal Information:

Kathleen actively volunteers by providing meals for those in need and contributes to her community as an adult mentor flutist with the West Valley Youth Orchestra. Her professional and personal commitments reflect her dedication to advocacy and support for the people she serves.