Thomas Allen, CSSC


  • B. S. Economics, University of Tampa, 1968.
  • Chartered Life Underwriter designation awarded 1980.
  • Chartered Financial Consultant designation awarded 1985.
  • Past President of Central SC Chapter of Financial Service Professionals.
  • Member, Columbia Estate planning Council.
  • Member, National Structured Settlement Trade Association.
  • Instructor, Continuing Legal Education Seminars, Court Settlement Annuities section.
  • Instructor, Court Settlement Annuity Seminars for State Farm Insurance Company.
  • Certified Structured Settlement Consultant designation awarded 1994.
  • Founding member, Society of Settlement Planners, a plaintiff oriented structured settlement organization.


  • May 1999 to present: Settlement Consultant, Summit Settlement Services, Columbia, SC.
  • April 1986 to May 1999 Vice President, Structured Financial Associates, Columbia, SC.
  • March 1982 to Apr. 1989: Vice President, Boyle-Vaughan Associates, Inc., Columbia, SC.
  • July 1974 to Feb. 1982: Manager, Life Division, Aetna Life Insurance Company, Columbia, SC
  • Oct. 1971 to July, 1974: Manager, Group Claim Department, Aetna Life & Casualty, Columbia, SC.
  • Jan. 1970 to Oct. 1971: Asst. Manager, Aetna Life & Casualty, Newark, NJ.
  • Apr. 1968 to Jan. 1970: Claim Representative, Aetna Life & Casualty, Tampa, FL.

To qualify for CLU and ChFC designations, an individual must successfully complete a comprehensive course of study and demonstrate competence by passing a series of college level examinations in the areas of life and health insurance, pensions, law, trusts, financing, economics, and business, financial, and estate planning administered by The American College, a fully credited institution. Rigid ethical, experience, and continuing education requirements must also be met.

To qualify for a CSSC designation, an individual must attend the University of Notre Dame for classroom study, and successfully complete a comprehensive examination in the areas of Casualty Claim Practices, Special Needs and Reversionary Trusts, Business Ethics, Negotiation, Fixed Income Analysis, Macroeconomic Issues, and The Legal Process.