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($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
an overview o= the legal opinion which will be provided in connection with the Cedarwood 7=02(g) product 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 t
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
: Provides an overview of the legal opinion which will be provided in connection with the Cedarwood 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 t
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
rovides an overview of the legal opinion which will be provided in connection with the Cedarwood 7702(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 t
Entities connected to both Upfront and Wal-Mart Case

Jeffrey Epstein
PERSON
Julie K. Brown
PERSON
Wal-Mart
ORGANIZATIONEvergreen
LOCATIONMayer Brown
PERSONWithers
PERSONJim Brockway
PERSONSTOLI
ORGANIZATIONStranger Owned Life Insurance
ORGANIZATIONLou Kreisberg
PERSON