From: Peny Lerner To: jeffrey E. <[email protected]> Subject: Re: Meeting with Perry Lerner Date: Mon, 30 Nov 2015 21:44:10 +0000 Yes. Will send it to you/ Sent from my iPhone On Nov 30, 2015, at 3:47 PM, jeffrey E. <[email protected]> wrote: always is there something i can read"? On Mon, Nov 30, 2015 at 4:46 PM, Perry Lerner Jeffrey- > wrote: Several months ago we met to discuss our private placement insurance products. We have recently been approached by several investment groups who are interested in using the PFIC headroom we create as a consequence of our ongoing business. That is, as we write policies, our equity owners can shelter their own investment earnings without becoming subject to current taxation. Please let me know if this subject is still of interest to you. From: Barry J. Cohen [mailto Sent: Monday, September 15, 2014 2:28 PM To: Cc: Jeffrey E.; Perry Lerner; Kimberly Schroeder Subject: Meeting with Perry Lerner : I mentioned to Jeff this morning that he might appreciate meeting Perry Lerner, CEO of Crown Global, regarding some life insurance ideas he has. Jeff suggested we try to meet next week when he is in NYC. Perry is available 9/22 and 9/24. I will tag along if I can, but I'm not essential to the meeting. I have cc'd my assistant, Kim. What times work best for Jeff? Jeff: Perry thinks you met him 10 years ago on something unrelated. Barry EFTA00839670

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