发明名称 |
SELF-DIRECTED INSURANCE ACCOUNTS |
摘要 |
The present disclosure involves systems including a life insurance platform and a user-directed investment platform. The life insurance platform maintains a life insurance policy associated with a cash value backed by investment assets. A user-directed investment account platform maintains a user-directed investment account funded by a margin account based on the cash value of the life insurance policy. The system can determine a change in the value of the investment assets and can, in turn, modify the value of the margin account based on the change. The user-directed investment account platform can identify the modified value of the margin account and update the user-directed investment account based on the same. That platform can also provide an interface for providing information related to the user-directed investment account while also providing information related to the life insurance policy. |
申请公布号 |
CA2910495(A1) |
申请公布日期 |
2016.04.30 |
申请号 |
CA20152910495 |
申请日期 |
2015.10.28 |
申请人 |
THE TORONTO DOMINION BANK |
发明人 |
DUBEAU, MARTIN JOSEPH MARCEL;DANIELAK, JAKUB |
分类号 |
G06Q40/08;G06Q40/06 |
主分类号 |
G06Q40/08 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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