• 949 852 0909

  • 8 Corporate Park, Irvine CA 92606

Personal Insurance

Milestone assesses risk from all angles… and personal risk is often overlooked as part of protecting your business. Often, the owner and key executive’s stock are all held personally, so ensuring that you and your key executives have the proper personal coverage in place is critical. Through our Total Assessment System, we make sure that business owners and executives have sufficient coverage to protect every aspect of the business and your personal wealth.

At Milestone we know that your life is personal as are your aspirations, interests and lifestyle. We specialise in taking the time to understand you and to help you understand the best solution for you.

Innovative Personal Insurance Solutions

Milestones commitment to innovation is reflected in the work we do each day. For example, we’ve developed and tailored personal coverage for clients with global portfolios.

Total Assessment System

At Milestones our unique Total Assessment System starts with the assignment of your personal executive, who will oversea all aspects of your time with Milestone. They will build a perfect picture for you and demonstrate the areas you should consider from your personal portfolio to best help you, your family and business have the level of protection it deserves.

We help with...

  • Automobiles
  • Art Collection
  • Your Homes
  • Other Properties
  • Yachts
  • Family Offices
  • Family Assets
  • Travel Interests
  • Jewellery Collections

Milestone Total Assessment System

  • Truly Personal Advice
  • Personal Account Executive
  • All Aspects of Your Lifestyle Can Be Included
  • Latest Changes in Legislation and Risk Assessed Automatically
  • Correct Carriers for Your Needs

The Finances loan has been the most attractive loan products on the market, helping numerous businesses gain access to financing they would not.

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