Carola Davis      

Carola Davis is an experienced financial professional, specializing in designing and structuring settlements for personal injury cases, clients with special needs, and taxable payouts to avoid higher tax brackets. She has more than 25 years of diversified insurance experience and 11 years specializing in annuity business. Her broad background in structured settlements, investment counseling, litigation support, and estate tax issues brings an invaluable asset to the settlement table. She is licensed in Life and Health, Disability, Annuities, and Mutual Funds.

Ms. Davis works with attorneys, claims personnel and risk managers to effectively design and negotiate structured settlements in a wide range of areas. Her personal experience with Special Needs Trust assists the attorneys in reaching settlement when SSI and Medicaid benefits are involved, with consideration to coordinating government benefits. She also assists the attorney in determining accurate distributions to meet the needs outlined in Life Care Plans and documenting the file with highest due diligence for structured annuity and Treasury bond portfolios.

She is a member of the International Association for Financial Planning and a member of the National Structure Settlement Trade Association.

P.O. Box 311061
New Braunfels, Texas 78131-1061
Phone: 210.805.8704
830.609.5555
FAX: 830.609.1349
Voice Pager: 800.810.7549
Email carola@davissettlementpartners.com
Website: www.davissettlementpartners.com