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Institutional Investors

We didn’t create the
life settlement market…
We fixed it.

Our Approach

Through an innovative approach to an ever increasingly competitive market, Milestone sets itself apart through streamlined processing procedures, extremely competitive compensation arrangements and dedicated leadership and staff whose main goal is to provide the best returns to its investors. Many providers in the industry proclaim to act only in the best interests of their clients; Milestone proves this through continual high returns on invested capital and ongoing micro-management of all policies held in management portfolios.

Full Disclosure

By fully disclosing all aspects of the settlement process and our open attitude toward insureds and their representatives, we are able to create relationships based on trust, integrity and honesty. Our approach is simple. We keep you informed and disclose to you all the fees and commissions involved in the settlement process, making sure you know exactly what portion of YOUR MONEY went to whom and for what reason.

Dedication

Milestone is dedicated to providing the highest possible return to investors through selective policy acquisition and active portfolio management. We work directly with investors in determining current and projected market conditions, allowing us to design optimal purchase parameters for current and forecasted markets. We utilize the services of leading national actuarial consultants in designing our buying criteria, which through proprietary software, allows us to accurately predict returns and purchase prices based on acquired data. This translates into higher returns in a continually evolving market.

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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.