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Application

Once a policy owner makes the decision to have their policy evaluated by Milestone, the policy owner or their representative verifies that the policy meets Milestone's requirements and downloads Milestone's Life Settlement Application.

The owner or their representative must then request a policy illustration from the insurance carrier, showing account values to age 100, and submit the illustration to Milestone.  If the owner or their representative needs assistance in acquiring the illustration, Milestone can offer assistance if an executed Authorization to Release Policy Information form is received.

The owner or their representative must then request the medical records from each of the insured's doctors for the past five years, and submit them to Milestone. Upon request, Milestone can assist the owner or their representative in acquiring the medical records.

If necessary, depending upon the face value of the insurance policy, the owner or their representative must then receive a life expectancy determination from an independent life expectancy provider, and submit the results to Milestone. Upon request, Milestone can assist the owner or their representative in acquiring the life expectancy determination.

After the owner or their representative returns the completed and signed Life Settlement Application, as well as the policy illustration and medical records, and in some cases, the life expectancy determination, Milestone's case submission department will upload all information into our processing database, and underwrite and evaluate the policy.

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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.