ADVANTAGES Providers - Ad… · ADVANTAGES Direct source funding from one of the ... settlement...
Transcript of ADVANTAGES Providers - Ad… · ADVANTAGES Direct source funding from one of the ... settlement...
ADVANTAGES
Direct source funding from one of the World’s Largest Asset Managers A buy-to-hold fixed income fund which won’t be resold.
“Miles” Ahead of the Competition •Milestoneisabletoprovideanofferonpoliciesunder$1Mwithintwo businessdayswithminimalinformationrequired.•Milestoneisabletoproducecontractsonallpolicieswithin24hours ofofferacceptance.
No Policy Left Behind •Aprogramfocusingonsmallerpoliciesthatareoftenoverlookedinthelife settlementmarket.Milestoneistheonlyprovidertotransactpolicieswith aslittleas$50Kinbenefit.•Milestoneofficesareequippedwithcustombuiltpricingsoftwareandlife settlementmanagementsoftwarefocusedonprocessingspeedandefficiency.•Milestoneisabletoprovideanindicationofvaluetoagentsandbrokerson policieslessthan$1Mwithonlyacurrentillustrationtoage100andsome verybasicinformationontheinsuredwithin48hours.•Ourdedicatedstaff,alongwiththepolicymanagementcomponentofour website,assistsagentsandbrokersinobtainingpolicyandmedicalinformation inatimelyandefficientmanner,greatlyreducingclosingtimes.
Full Disclosure•Milestonehasaproventrackrecordofprovidingfair,equitable,andtransparent transactionswhereethicsarenevercompromised..•Milestonedisclosesallcommissionsinalifesettlementtransactiontobetter protecttheclients’interest.•AtMilestonewedon’tfollowstandards,wesetthem.Beingthefirstlargescale providertorequirefulldisclosureonalltransactions,Milestonehasestablished itselfasaleaderinthelifesettlementindustry
Milestone Managers & Providers781 S. Chiques Rd.•Manheim, PA 17545
www.milestonesettlements.com [email protected]
Phone: 717-898-6981Toll Free: 888-877-5686
Fax: 717-898-6987
ContactMilestoneManagers&Providerstoday—callustollfreeat888-877-5686formoreinformationortoscheduleanappointment.
We don’t follow standards... we set them.
We didn’t create the life settlement market...we fixed it.
Matt Boaman: [email protected] • Tom Reading: [email protected]