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 • Milestone is able to provide an offer on policies under $1M within two business days with minimal information required. • Milestone is able to produce contracts on all policies within 24 hours of offer acceptance. No Policy Left Behind • A program focusing on smaller policies that are often overlooked in the life settlement market. Milestone is the only provider to transact policies with as little as $50K in benefit. • Milestone offices are equipped with custom built pricing software and life settlement management software focused on processing speed and efficiency. • Milestone is able to provide an indication of value to agents and brokers on policies less than $1M with only a current illustration to age 100 and some very basic information on the insured within 48 hours. • Our dedicated staff, along with the policy management component of our website, assists agents and brokers in obtaining policy and medical information in a timely and efficient manner, greatly reducing closing times. Full Disclosure • Milestone has a proven track record of providing fair, equitable, and transparent transactions where ethics are never compromised. . • Milestone discloses all commissions in a life settlement transaction to better protect the clients’ interest. • At Milestone we don’t follow standards, we set them. Being the first large scale provider to require full disclosure on all transactions, Milestone has established itself as a leader in the life settlement industry Milestone Managers & Providers 781 S. Chiques Rd.•Manheim, PA 17545 www.milestonesettlements.com [email protected] Phone: 717-898-6981 Toll Free: 888-877-5686 Fax: 717-898-6987 Contact Milestone Managers & Providers today—call us toll free at 888-877-5686 for more information or to schedule an appointment. 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]

ADVANTAGES Providers - Ad… · ADVANTAGES Direct source funding from one of the ... settlement management software focused on processing speed and efficiency. ... , along with the

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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]