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After all information regarding the policy, the insured, and the policy owner has been received and reviewed, the policy is then forwarded to Milestone’s pricing department for a value determination.  

There are many variables that affect the price Milestone is willing to pay for a life insurance policy. The two main deterministic values include the pure annual cost of insurance required to keep the policy in force, and the current health status and life expectancy of the insured. Subsequently, a policy with lower premium requirements on an insured with a short life expectancy will yield higher offers from Milestone and other investors. This is due to the fact that the investor would pay lower premiums over a shorter period of time, and collect the death benefit in a timely manner.

To afford all possible speed and efficiency to the life settlement process, Milestone provides its world-leading institutional investors with secure access to its proprietary database software program, allowing verification of policy status at each stage of the process.. Using this software, institutional investors interfacing with Milestone are able to quickly determine if the policy and supporting policy information meets their purchase requirements, and extend appropriate offers for the potential acquisition of the policy.

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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.