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Subject: RE: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account From: Michael Liebeskind Date: Wed, 10 Sep 2014 18:00:17 -0400 To: Paul Morris ‹ > Cc: Brian Gartner • t• Thanks Paul. From: Paul Morris [mailto: Sent: Wednesday, Septe
orris ‹ > Cc: Brian Gartner • t• Thanks Paul. From: Paul Morris [mailto: Sent: Wednesday, September 10, 2014 5:58 PM To: Michael Liebeskind Cc: Brian Gartner Subject: Re: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Classification: External Communication Yes feel free to c
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From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Acco
From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go? Michael From: Micha
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aul Morris a> Date: Wed, 10 Sep 20 To: Mike Liebeskind Cc: Brian Gartner Classification: External Communication Yes feel free to call him From: Michael Liebeskind [ Sent: 09/10/2014 09:45 PM GMT To: Paul Morris Cc: Brian Gartner < z• Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investme
r Classification: External Communication Yes feel free to call him From: Michael Liebeskind [ Sent: 09/10/2014 09:45 PM GMT To: Paul Morris Cc: Brian Gartner < z• Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Paul, I don't recall hearing back from Richard Kahn. Sho
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Hi Rich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: ; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Acc
ich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: ; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account i
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Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account From: Michael Liebeskind Date: Wed, 10 Sep 2014 17:45:58 -0400 To: Paul Morris Cc: Brian Gartner Paul, I don't recall hearing back from Richard Kahn. Should I reach out t
n. Should I reach out to him for a status report? Michael From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go? Michael From: Micha
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ble estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto: Sent: Friday, June 06, 2014 1:30 PM To: Michael Liebeskind Cc: Brian Gartner Subject: Re: Private Placement Variable Annuity (PPVA) Investment Account i do remember if we spoke about estate taxes if at de
Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: '; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account i
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Entities connected to both Michael Liebeskind and Brian Gartner
