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Throughout the year, Milestone hosts conferences to explain the benefits of a life settlement to life insurance agents, financial planners, estate attorneys, and other financial professionals.

The managing members of Milestone also speak at various conferences throughout the year to educate industry professionals and institutional investor groups about the life settlement market.

Currently, there are no new events scheduled at this time. Please check back in the near future.


DATE: February 26, 2009
TIME: 12PM - 3PM EST (Lunch Included)
LOCATION: The Eden Resort
  222 Eden Road
  Lancaster, PA 17601
RSVP DATE: February 20, 2009

Life Settlement Seminar Agenda - February 26, 2009

Life Settlement Overview

  • A brief overview of life settlements, their applications and advantages, the life settlement market, the parties to a life settlement, and the life settlement process.

How does the senior client and their agent benefit from a Life Settlement?

  • A discussion about how life settlements can benefit the life insurance agent and their senior clients.

Why should senior clients consider the Life Settlement option?

  • A discussion about why a life settlement might be the right choice for your client.

Does your client’s policy qualify for a Life Settlement?

  • A discussion about what generally makes a life insurance policy attractive in the life settlement market.

How does it work?

  • A step by step explanation of the life settlement process, from beginning to end.

How do I make money and benefit from Life Settlements?

  • A discussion about agent benefits and commission structures.

Any Questions…?

  • The managing members of Milestone will host a Q & A session upon completion of the presentation.

Eat and Greet

  • Following the presentation and Q & A period, Milestone will provide a complimentary lunch buffet.  At this time, guests can grab a bite to eat and socialize with Managing Members of Milestone and other financial professionals in attendance.
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