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“No Policy Left Behind” Program

Milestone’s “No Policy Left Behind” program focuses on small face amount policies ranging from $50,000- $950,000. Milestone believes that just because an individual doesn’t have a multi-million dollar net worth, or an extremely large life insurance policy, they should not be excluded from the benefits of the life settlement market. Smaller face life insurance policies are often overlooked in the life settlement marketplace, simply because most life settlement providers and brokers cannot process these policies in a cost-effective manner. Milestone’s highly efficient life settlement acquisition & management systems enable them to reach this market- quickly and efficiently.

In its “No Policy Left Behind Program,” Milestone provides:

  • Indications of Value within 48 hours of receiving completed applications and necessary supporting documentation
  • Settlement contracts within 24 hours of receiving an accepted and properly executed offer sheet

Buying Parameters

  • Policy Face Value: $50,000 minimum, $950,000 maximum
  • Minimum Age Requirement: 65 Years
  • Policy products accepted:
    • Universal Life
    • Term Conversion
    • Survivorship Universal Life
    • Whole Life
  • NO Life Expectancy (LE) Reports are required; AVS or Fasano may improve pricing and purchase offers
  • NO premium financed cases are accepted
  • The policy must be at least two years old

Required Submission Criteria

  • Completed Life Settlement Application Form
  • Illustration showing account values greater than zero in every year until age 95 or 100
  • Authorization for Release of Policy and Medical Information
  • Complete Medical Records for the past 5 years (Survivorship policies require medical records on both individuals)
Submit a Case
Purchase Parameters - Does My Policy Qualify?
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Toll Free: 888-877-5686    Fax: 717-435-1851
48-50 W Chestnut Street; Lancaster, PA 17603
Milestone recognizes the importance of maintaining the privacy of its clients’ personal information. Milestone has electronic, physical and procedural safe guards in place and abides by all H.I.P.A.A. and state statute regulations to ensure that each clients’ health information is properly protected.