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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
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
2 mentions1 same-page
Page ?Same page
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
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
2 mentions1 same-page
Page ?Same page
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
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
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2 mentions1 same-page
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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
see, the reportable gift is not insignificant now. In the att=ched I have included the initial summary I did when I first met with Roger=Cammon from the Bryant Group to talk about these policies and on the subje=t of insurance as asset protection and some addl random notes that give yo= some background. Also, yo
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Mutual Connections (5)
Entities connected to both Sec Life and the Bryant Group
