FW: Private Placement Variable Annuity (PPVA) Investment Account (Brian Gartner, 05 Jun 2014)

Subject: FW: Private Placement Variable Annuity (PPVA) Investment Account From: Brian Gartner <bgartner@wingedkeel.com> Date: Thu, 05 Jun 2014 16:08:33 -0400 To: Paul Morris Cc: Michael Liebeskind <mliebeskind@wingedkeel.com> Paul and Rich, Here is the material Michael is referring to that will help guide the discussion. PPVA Overview: This document is a simple one-page summary of a PPVA Investment Account. Under IRC Section 72, an investment account administered by an insurance compan