FW: Private Placement Variable Annuity (PPVA) Investment Account (Brian Gartner, 05 Jun 2014)Account statement (December 31, 2013)
Case Filesd-10-EFTA01462652Dept. of JusticeEFTA Document EFTA01462652
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Case File
sd-10-EFTA01462652Dept. of JusticeEFTA Document EFTA01462652
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LONGEVITY• INFRASTRUCTURE•KNOWLEDGE• IND EPENDENCE Optimizing Planned Gifts to a Private Foundation or Public Charity Private Placement Variable Annuity STRUCTURE IDF CLIENT OBJECTIVES . Maximize the value to the charity . Retain full control and ownership of earmarked assets . Retain ability to change planned gift amount or terms at any time IDF IDF CLIENT PPVA INVESTMENT ACCOUNT IDF IDF INSURANCE-DEDICATED FUNDS GIFT TO CHARITY IDF IDF PRIVATE PLACEMENT VARIABLE ANNUITY ("P
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Dept. of Justice
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sd-10-EFTA01462652
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