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Purchase Parameters

Policies that meet the following requirements should be sent to Milestone for evaluation:

Face Amount: $50,000 - $10,000,000

Type: Universal Life, Survivor Universal Life, Whole Life, Term, Key-man

Age: Minimum Age Requirement is 68 years old, unless in sub-standard health

Premiums: Must not have been financed through a loan

Owner: Must not reside in AK, FL, GA, KY, ME, NE, NJ, ND, NV, OH, OK, UT, WV

Detailed information for financial professionals and brokers can be viewed here.


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