Case File
efta-efta01202986DOJ Data Set 9OtherFrom: Richard Kahn
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DOJ Data Set 9
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efta-efta01202986
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1
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From: Richard Kahn
To: "Jeffrey E." <[email protected]>
Subject: Life Insurance
Date: Thu, 30 Oct 2014 20:13:09 +0000
Attachments: SHBRK_Scann14103013173.pdf
I received invoice for JEE Life Insurance Trust #3 in the amount of 9,382.40
Policy Facts
Face Value of Policy 5,000,000
Policy was issued on 8/20/1998 with a 20 year level term premium of 9,382.40
In 2018 premium will escalate to a maximum of 292,000 (number is not fixed however 292k is max)
Please advise if ok to transfer 9,400 to Trust #3 to pay premium
Thank you
Richard Kahn
HBRK Associates Inc.
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Date: October 30, 2014 at 1:17:35 PM EDT
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14103013173Related Documents (6)
DOJ Data Set 10CorrespondenceUnknown
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DOJ Data Set 11OtherUnknown
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DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA02125460
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DOJ Data Set 9OtherUnknown
From: "Jeffrey E." <[email protected]>
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DOJ Data Set 11OtherUnknown
EFTA02489202
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DOJ Data Set 10OtherUnknown
EFTA02086739
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