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.

Traci Kaas, CSSC

Managing Partner - The Settlement Alliance-WEST, Settlement Planner

Traci Kaas has worked in the structured settlement business for over a decade, during which time she has submitted hundreds of millions of dollars’ worth of structured settlement premium on behalf of injured clients. She has worked with hundreds of law firms nationwide, and is proud to be one of the most successful women in the legal financial services industry.

As a Certified Structured Settlement Consultant (CSSC), Traci helps her clients settle cases ranging from medical malpractice and product liability to minors’ cases, workers' compensation, and mass torts. She also providing assistance for non-personal injury settlements, including those that involve employment, divorce, defamation, and business/property sales, among others. Traci wants to help clients make the most of their money, and ultimately, the most of their lives.

With extensive, ongoing training provided by the Sudden Money® Institute, Traci earned the title of Certified Financial Transitionist®, which complements her CSSC designation and helps her best serve clients on both a technical and a personal level. Traci and her team approach each case with the goal of guiding clients through financial transition by offering thoughtful, customized solutions to best suit their financial and personal goals.

Traci earned her NSSTA Certified Structured Settlement Consultant certification in conjunction with the University of Notre Dame Mendoza College of Business (2008). Her vast professional licenses and designations include Sudden Money Advisor; Series 7, Series 63, and Series 65/FINRA Securities Licenses; as well as life and health insurance licenses multiple states.

Traci maintains memberships in and affiliations with the various organizations, including the Sudden Money® Institute, Orange County Trial Lawyers Association, Orange County Women Lawyers Association, Orange County Bar Association, Consumer Attorneys Association of Los Angeles, Consumer Attorneys of California, National Structured Settlements Trade Association (NSSTA), San Francisco Trial Lawyers Association, and the California Applicant Attorneys Association. She is frequently called upon to guest speak at industry events and to lend her expertise to various industry publications.

Traci donates to causes benefitting children and healthcare issues and to Canine Companions for Independence. She is an active member of her church and lets a favorite quote from Proverbs guide her business approach: "Plans fail for lack of counsel, but with many advisers they succeed."

Testimonials:

Simply put…the best in the business! Traci and her staff understand the unique needs of each and every one of my clients. I feel confident that their financial futures are well planned and secure.
Casey Johnson, Aitken * Aitken * Cohn, President of Orange Country Trial Lawyers Association

With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.

Ted Wacker, AlderLaw P.C., Vice President of Orange Country Trial Lawyers Association.

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