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Our Resources

Benefits for SRCS Insureds

Several SPI benefits are included in your legal malpractice insurance plan. We plan to offer more!

Settlement Triage Service

Your insurance plan includes one Settlement Triage Service per month per Swiss Re insured. Please click below to schedule an appointment or call 1-800-666-5584 and let us know that you’re insured by Swiss Re.

Schedule when you have a case or to discuss a “typical” fact pattern you work on. We’ll spot just about every financial, tax, and government benefits issue. For your clients, and for you. For a glimpse at the topics we’ll cover, click on the flyer to the left. Or we can dive in deep on a single subject.

Trial Lawyer Protection Packet

Your plan includes a 20% discount for each insured on this set of template engagement documents that address the rising standard of care faced by trial lawyers. Eligible firms may receive a reduction of up to 10% on their malpractice insurance premiums.

In your engagements, you can exclude specialty subjects like tax, finance, and government benefits. To do so, you need each client’s “informed consent.” These template documents inform clients of the material risks of a “limited scope engagement” and compliantly refer them to your chosen specialists.

Save 20% with discount code SWISSRE100

Webinar on Trial Lawyer Malpractice Issues

Swiss Re hosted our presentation to insured law firms on June 16, 2021.

We addressed and answered questions on the rising standard of care faced by trial lawyers. Specifically, we walked through the application of the relevant ABA Model Rules to your practice. Our presentation also dove into some of the most significant risks you and your clients face on subjects like tax, finance, and government benefits.

Settlement Professional is proud to partner with Swiss Re. If you’re insured by Swiss Re, let us know how we can help!

Want to run a case by us?

We are available Mon-Fri 9am-5pm PST

Phone

503-699-8929

Phone

800-666-5584

“Jack is always helpful, professional and committed to doing the very best possible for our clients on many different occasions.”

Michael A. Greene

Rosenthal & Greene, P.C. (Portland, Oregon)

“Jack Meligan sincerely cares about us. He’s a wonderful person with an excellent business. I’m sure it’s because he really cares about people and knows his job. He’s good. I would always recommend Settlement Professionals to anyone.”

B.M.

Personal Injury Victim from Manteca, California

Have questions?
Give us a call: 503-699-8929 or 800-666-5584

1800 Blankenship Rd., Ste. 160
Portland, OR 97068-4173

“Jack Meligan and his fellow professionals at SPI stand alone in settlement planning and structuring settlement dollars for my clients. They work with plaintiffs and plaintiffs only and have been leaders in advancing the art and providing protection for those who need it most. SPI has my unqualified recommendations and endorsement.”

Mark R. Bocci, Esq.

Member, Inner Circle of Advocates