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roduct and the relevant legal analysis 2)&=bsp; Wal-Mart Case: Provides an overview of a well-known case that concern=d the issues that arose when Wal-Mart purchased life insurance policies (co=monly referred to as janitor insurance) on the lives of its employees. = The memo explains how the Evergreen p
($7.4 billion vs. $3.4 billion). <=0:p> The above numbers assume the following fees and charg=s. Upfront fees consist of the following: - &n=sp; Upfront charges: $11.5 million (2% on first $100=million, 1.5% on next $100 million, 1% thereafter). Note consists of a=proximately $500,000 in legal fees w
d 7702(g) product and the relevant legal analysis Wal-Mart Case: Provides an overview of a well-known case that concerned the issues that arose when Wal-Mart purchased life insurance policies (commonly referred to as janitor insurance) on the lives of its employees. The memo explains how the Evergreen pr
en policies outperform the taxable account by $3 billion ($7.4 billion vs. $3.4 billion). The above numbers assume the following fees and charges. Upfront fees consist of the following: Upfront charges: $11.5 million (2% on first $100 million, 1.5% on next $100 million, 1% thereafter). Note consists o
02(g) product and the relevant legal analysis 2) Wal-Mart Case: Provides an overview of a well-known case that concerned the issues that arose when Wal-Mart purchased life insurance policies (commonly referred to as janitor insurance) on the lives of its employees. The memo explains how the Evergreen pro
en policies outperform the taxable account by $3 billion ($7.4 billion vs. $3.4 billion). The above numbers assume the following fees and charges. Upfront fees consist of the following: - Upfront charges: $11.5 million (2% on first $100 million, 1.5% on next $100 million, 1% thereafter). Note consist
Entities connected to both Wal-Mart and Upfront

Jeffrey Epstein
PERSON
Julie K. Brown
PERSON
Marc Rich
PERSON
Ghislaine Maxwell
PERSON
Bloomberg L.P.
ORGANIZATIONWal-Mart Case
ORGANIZATIONSTOLI
ORGANIZATIONStranger Owned Life Insurance
ORGANIZATIONEvergreen
LOCATIONMayer Brown
PERSONWithers
PERSONJim Brockway
PERSONLou Kreisberg
PERSON