DISCLOSURES
Private Placement Variable Annuity is an unregistered securities product and is not subject to the same regulatory requirements as
registered variable annuity products. As such, Private Placement Variable Annuities ... This material may be delivered only by an individual licensed to present
Private Placement Variable Annuity offering documents.
Private Placement Variable Annuities are long-term investments. The value ... excise tax may apply. Assumes the Private Placement Variable Annuities illustrated herein are not issued in the following
states: CA, ME, NV, PR, SD, WV, or WY. These states charge
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447450.pdf
DISCLOSURES
Private Placement Variable Annuity is an unregistered securities product and is not subject to the same regulatory requirements as
registered variable annuity products. As such, Private Placement Variable Annuities ... This material may be delivered only by an individual licensed to present
Private Placement Variable Annuity offering documents.
Private Placement Variable Annuities are long-term investments. The value ... excise tax may apply. Assumes the Private Placement Variable Annuities illustrated herein are not issued in the following
states: CA, ME, NV, PR, SD, WV, or WY. These states charge
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447445.pdf
EFTA01470853Set 10
2014-06-109p1,257w
Subject: Re: Richard Kahn: Private Placement Variable Annuity (PPVA)
Investment Account
From: Paul Morris a>
Date: Wed, 10 Sep 20
To: Mike Liebeskind
Cc: Brian Gartner
Classification: External Communication ... Paul Morris
Cc: Brian Gartner < z•
Subject: Richard Kahn: Private Placement Variable Annuity (PPVA)
Investment Account
Paul,
I don't recall hearing back from Richard Kahn. Should I reach ... Richard Kahn'
Cc: ' ; Brian Gartner
Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account
EFTA01470853
Hi Rich,
How did the meeting with your Principal go?
Michael
From: Michael Liebeskind
Sent
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01470853.pdf
EFTA01472297Set 10
2015-02-1110p1,437w
Subject: Private Placement Variable Annuity (PPVA) Investment Account
From: Michael Liebeskind
Date: Wed, 11 Feb 2015 09:25:15 -0500
To:
Cc:
Brian Gartner
Hi Rich,
I hope ... Michael Liebeskind
Cc: Paul V Morris; Brian Gartner
Subject: Re: Private Placement Variable Annuity (PPVA) Investment Account
i presented our initial discussion to my boss and have never heard anything ... Richard Kahn'
Cc: '; Brian Gartner
Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account
Hi Rich,
EFTA01472298
How did the meeting with your Principal go?
Michael
From: Michael Liebeskind
Sent
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01472297.pdf
EFTA00631032Set 9
2015-10-314p1,272w
There Are Many Other Advantages of Mutual of America's Rollover IRA, a Variable
Annuity Contract:
r;l1,CheckM An Interest Account that credits competitive, higher interest rates ... three-, five- and ten-year (if applicable) Morningstar metrics.
Before investing in our variable annuity contracts, you should consider the investment
objectives, risks, charges and expenses carefully. This and other ... visiting
Mutual of America's Rollover IRA is an individual variable annuity contract and is suitable for long-
term investing, particularly for retirement savings. The value of a variable annuity
https://www.justice.gov/epstein/files/DataSet%209/EFTA00631032.pdf
EFTA01462656Set 10
2013-12-314p534w
Private Placement Variable Annuity
Statement of Values
For the Month Ending December 31, 2013
Prepared by Winged Keel Group, Inc.
For assistance, please contact:
Barbara Novak or a member ... consent of Winged Keel Group, Inc. is prohibited.
Proprietary and Confidential
EFTA01462656
Private Placement Variable Annuity
Statement of Values
For the Month Ending December 31, 2013
Owner:
Annuitant:
Beneficiary:
Cost ... Summary
Insurance Company:
Product:
Contract Number:
Contract Date:
Sun Life Financial
Magnastar Private Placement Variable Annuity
06/02/2010
1
12/01/2013
Balance
Fidelity VIP Money Market Portfolio
Total
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462656.pdf