Epstein Index›Documents›EFTA01447445
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01447445: Structuring (DS10)

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This document describes services related to structuring and administration of large life insurance and annuity portfolios. The excerpt indicates the document pertains to financial planning and wealth management services designed to help clients achieve financial goals through insurance and annuity products.

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🔑 Evidence Keywords
structuring

📋 Key Excerpts1

PersonKeyword
Excerpt 1
We specialize in the **structuring** and administration of large life insurance and annuity portfolios that enable our clients to achieve their financial goals

📄 Original Document

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Source: U.S. Department of Justice

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