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If it is determined that the policy is of sufficient value for purchasing and Milestone wishes to extend an offer, Milestone will verbally communicate the offer to the individual or their representative. Milestone’s institutional investors who will be purchasing the policy may or may not set a timeline of when the offer expires.

If requested by the policy owner or their representative, Milestone will provide written confirmation of the offer, via email. When Milestone is notified that the offer is accepted, a formal offer sheet is distributed for signatures of the policy owner and/or their representative. This two-page document allows Milestone to gather additional information or verify previously received information in order to prepare settlement contracts.

If Milestone determines that the policy is lacking information, or does not wish to extend an offer, a formal request for additional information or cancellation will be sent to the submitting party through Milestone’s automated system.

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