Text Size:
+|-

Privacy Statement

Milestone recognizes the importance of maintaining the privacy of its clients’ personal information. Milestone has electronic, physical and procedural safeguards in place to ensure that all personal information pertaining to the client be kept confidential. Milestone, along with their affiliates, operate in accordance with all HIPAA and state statutory regulations.

Only Milestone and its affiliates necessary in assisting with the life settlement process will have access to documents containing personal client information. All affiliates assisting in the settlement are in agreement with Milestone in regards to client privacy. No personal information will be disclosed to any other party without written consent from the client except when required under by law.

Information obtained from this website is not intended to convey financial, legal, or other advice. Policy holders considering the life settlement option should acquire advice from their attorney, accountant or other financial advisor.

Any information concerning the services Milestone provides is not to be considered an offer to buy or sell in a state where an offer to buy or sell would be unlawful. Milestone is not licensed in all states and only transacts life settlements in states which they are currently licensed or states that are not yet regulated. For a listing of states Milestone is licensed in, has a license pending in and states that are not yet regulated; please reference the table below.

STATES LICENSED IN: AR. CO. CT. DE. IL. IN. IA. KS. LA. MD. MA. MS. NJ. NC. ND. PA. TN. TX. VA.
UNREGULATED STATES: AL. AZ. CA. HI. ID. MI. MN. MO. NH. NM. NY. OR. RI. SC. SD. VT. WA. WV. WI. WY.
STATES LICENSE PENDING IN: GA. KY. ME. MT. NE. NV. OH. OK. UT.

 

Submit a Case
Purchase Parameters - Does My Policy Qualify?
Download Forms
Live Chat
Toll Free: (888)877-5686  Local Phone: (717)608-0609  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.