Jack Lee Meligan

Current Employers

Employment History

• 11/1987 → Present
  Settlement Professionals, Inc
  Portland, OR
• 05/2011 → Present
  Settlement Capital Advisors, Llc
  West Linn, OR
• 08/2012 → Present
  The Plantiff's Msa & Lien Solution, Llc
  West Linn, OR

Other Businesses

I HAVE BEEN THE PRESIDENT OF MY OWN COMPANY, SETTLEMENT PROFESSIONALS, INC. (SPI) SINCE 1987, also I am the president and owner of The Plaintiff's MSA & Lien solution, LLC (PMLS). I HAVE BEEN LIFE AND HEALTH INSURANCE LICENSED SINCE 1979. AS A REGISTERED SETTLEMENT PLANNER, I HAVE APPOINTMENTS WITH SEVERAL LIFE INSURANCE COMPANIES FOR THE PURPOSE OF SELLING PERSONAL LIFE INSURANCE, AND FOR SELLING STRUCTURED SETTLEMENT ANNUITIES, BOTH OF WHICH ARE NOT INVESTMENT RELATED. The preceding activities are a part of my involvement with SPI and takes up 55% of my time. PMLS provides administration services for Medicare Set-Aside accounts for the purpose of protecting claimants' future Medicare benefits. In addition, PMLS provides lien resolution services to plaintiffs in the midst of their personal injury lawsuits. General time allocated to this business: 25%. THE BALANCE IS DEVOTED TO MY SECURITIES BUSINESS. I HAVE INSURANCE AGENT APPOINTMENTS WITH THE FOLLOWING LIFE INSURANCE COMPANIES: ALLSTATE LIFE INSURANCE CO., JOHN HANCOCK LIFE INSURANCE CO. (USA), LIBERTY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE CO., NEW YORK LIFE INSURANCE CO., PACIFIC LIFE & ANNUITY CO., PRUDENTIAL INSURANCE CO. OF AMERICA, AND SYMETRA LIFE INSURANCE CO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-26

Other Names

• Jack L Meligan