Valuation Statement for SOUTHERN FINANCIAL, LLC as at 10 Feb 2015 - Request (Valuations System, 11 Feb 2015)FW: Client Tiering 2015 [I (11 Feb 2015)
Case Filesd-10-EFTA01472297Dept. of JusticePrivate Placement Variable Annuity (PPVA) Investment Account (Michael Liebeskind, 11 Feb 2015)
February 11, 201510p
Case File
sd-10-EFTA01472297Dept. of JusticePrivate Placement Variable Annuity (PPVA) Investment Account (Michael Liebeskind, 11 Feb 2015)
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Subject: Private Placement Variable Annuity (PPVA) Investment Account From: Michael Liebeskind Date: Wed, 11 Feb 2015 09:25:15 -0500 To: Cc: Brian Gartner Hi Rich, I hope all is well. Did you have an opportunity to speak with your Principal about the possibility of utilizing a PPVA Investment Account to shield charitable legacy assets from income taxes? We would be happy to meet at your office to review the economics of the PPVA Investment Account with you and your Principal if there
Date
February 11, 2015
Source
Dept. of Justice
Reference
sd-10-EFTA01472297
Pages
10
Persons
0
Integrity
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