📄 Extracted Text (303 words)
To:
Cc: Jeffrey E.Deeyacationegmall.comi; Chris Caliser
From: Perry Lemer
Sent Mon 11/30/2015 8:46:35 PM
Subject RE: Meeting with Perry Lerner
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 3. Cohen [mailto:t ]
Sent: Monday, September 15, 2014 2:28 PM
To:
Cc: Jeffrey E.; Perry Lerner; Kimberly Schroeder
Subject: Meeting with Perry Lerner
al 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
Barry Cohen
Apollo Management
9 West 57th Street, 37th Floor
New York, NY 10019
EFTA R1_00821778
EFTA02066773
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EFTA_R1_00621777
EFTA02066774
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