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Portfolio Management

Portfolio Management

We actively manage all purchased policies throughout portfolio construction by using proprietary internal management software. This software calculates total expenditures and "cost to carry" associated with each individual policy to projected maturity, and may be modified to account for contingencies such as interest rate fluctuations and cost of insurance differentials. Portfolios are reviewed on a quarterly basis to verify individual policy costs and account values. Policy loads are forecasted to projected maturity allowing us to minimize overages in cash surrender and account values at the time of collection.

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.