📄 Extracted Text (305 words)
From: Perry Lerner
To:
Cc: jeffrey E. <jeevacation©gmail.com>, Chris CaIlse
Subject: RE: Meeting with Perry Lerner
Sent: Monday, November 30, 2015 8:46:35 PM
Jeffrey-
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
Lesley: 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
Barr. t,
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New York, NY 1O019
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