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om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to
advance. Since then, we have seen a good bit of improvement. The second to die policies are in decent shape but policies on Leon are not, especially Sec Life policy. Also, as you will see, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first
2 mentions1 same-page
Page ?Same page
om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to
advance. Since then, we have seen a good bit of improvement. The second to die policies are in decent shape but policies on Leon are not, especially Sec Life policy. Also, as you will see, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first
2 mentions1 same-page
Page ?Same page
om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to
advance. Since then, we have seen a good bit of improvement. The second to die policies are in decent shape but policies on Leon are not, especially Sec Life policy. Also, as you will see, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first
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2 mentions1 same-page
Page ?Same page
m notes that give yo= some background. Also, you will see the memo Carlyn prepared around the t=me of our last sitdown which was in Dec a year ago. Roger came in with an =nalysis of the policies using assumed rates of return that were crazy high= I spoke to him in mid Dec last year. He is supposed to
advance. Since then,=we have seen a good bit of improvement. The second to die policies are in =ecent shape but policies on Leon are not, especially Sec Life policy. Also= as you will see, the reportable gift is not insignificant now. In the att=ched I have included the initial summary I did when I first
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Entities connected to both Roger and Sec Life
