The Settlement Alliance

Meet Our Team

The Settlement Alliance has brought together a group of industry-leading settlement planning professionals. We are dedicated to protecting the financial futures of injured claimants and their families by offering comprehensive settlement services. Our consultants are licensed nationwide and are proud to do business with hundreds of law firms across the country.
Learn more about our team members below.

George Audi, CFP®, ChSNC™

Settlement Planner

George Audi has been serving clients since 1996. Over the years, he has dealt with hundreds of victims and their families in cases ranging from a $20,000 minor child auto injury case to a $15,000,000 wrongful death medical malpractice case. All cases, regardless of the financial value, require skilled settlement planning and the attention of a caring, qualified financial professional.

“I believe my most significant quality is that I truly like and care about people. When I'm in front of a client, I try to put myself in their shoes and get a better understanding of their overall situation--not just financially, but emotionally as well. When clients know that you care about them and their situation, it creates a level of trust, making it easier to plan and work together to accomplish their objectives.”

George has been a valuable resource to more than one hundred personal injury law firms in Pennsylvania, Delaware, Maryland, and across the Northeast. They rely on him to attend mediations, conduct meetings with clients, prepare tailored financial and structured settlement plans, and continue the client relationship long after the settlement has been completed.

George has securities licenses including Series 6, Series 7, Series 63, and Series 65. He also has the financial planning designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Special Needs Consultant (ChSNC™), and Certified Family Business Specialist (CFBS). He has attained the financial services industry pinnacle of achievement as a Million Dollar Round Table (MDRT) level producer multiple years and MDRT Top of the Table producer over the past five years. George is also a member of the Society of Financial Services Professionals and the National Structured Settlements Trade Association (NSSTA).

George is a proud husband of more than 20 years to his wife Denise, and a father of two teenagers, Gabriella and Dylan. He is an avid baseball and golf fan, hosting a monthly television show called Golf Talk. George lost his childhood best friend John to Leukemia over a decade ago. That loss has had a major impact on his view of family planning and the importance of charitable giving. George attends Calvary Bible Fellowship Church, St. Ignatius RCC, and enjoys participating in a Wednesday Bible Study breakfast. Equipped with an infectious personality and abundance of energy, George's passion for his family and career are palpable.

Testimonials

George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is protected at such a vulnerable time in their life. I would recommend George and The Settlement Alliance without hesitation.

Malcolm L MacGregor
Immediate Past President
Pennsylvania Association for Justice

I'm a personal injury and worker's compensation lawyer in Erie, Pa. I've known and worked with George Audi for close to 10 years. I've found him to be knowledgeable about settlement investment alternatives for my clients. He works closely with my clients to personalize the investment vehicle to their individual needs. He is tireless and has traveled great distances to attend mediations and client meetings with me. He is more than an advisor. He is an ally and a friend. On every occasion that George and I have worked with a client together, the client has remarked how helpful George was and grateful he or she was for George's assistance. I should note that the other folks at Settlement Alliance are great too. They are prompt and skilled. I would enthusiastically recommend George Audi and The Settlement Alliance to any attorney looking for help with structures or other investment alternatives for a client.

William Weichler
Conner Riley Friedman & Weichler
Erie, PA

Any time that I'm in need of a structured settlement proposal for one of my clients George Audi and the Settlement Alliance is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable source to consult with during mediation due to his vast experience in working with attorneys all over the country in settling cases. George also does an excellent job in explaining how utilizing a portion, if not all, of the settlement proceeds will benefit the client. I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George and the Settlement Alliance.

Lawrence M. Kelly
Luxenberg Garbett Kelly & George
New Castle, PA

We are proud to partner with the highest rated structured settlement providers in the industry:

  • American general Life Companies
  • Berkshire Hathaway Structured Settlements
  • Liberty Life Assurance Company of Boston
  • MetLife
  • Mutual of Omaha
  • New York Life
  • Pacific Life
  • Prudential