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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
Recovery Statutes: Explains why the risk is remote that an insured or=his estate could bring a successful claim under a recovery statute 4)&=bsp; STOLI: Provides an overview of Stranger Owned Life Insurance and its r=levance to insurable interest laws. The memo explains how Evergreen i= not STOLI an
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
derations Recovery Statutes: Explains why the risk is remote that an insured or his estate could bring a successful claim under a recovery statute STOLI: Provides an overview of Stranger Owned Life Insurance and its relevance to insurable interest laws. The memo explains how Evergreen is not STOLI an
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
ons 3) Recovery Statutes: Explains why the risk is remote that an insured or his estate could bring a successful claim under a recovery statute 4) STOLI: Provides an overview of Stranger Owned Life Insurance and its relevance to insurable interest laws. The memo explains how Evergreen is not STOLI an
Entities connected to both Upfront and STOLI

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