A method of funding and managing at least one fund of a plurality of diverse life insurance policies issued by a plurality of investment grade carriers, the at least one fund providing enhanced risk adjusted investment return. The method performing the steps of: selecting the plurality of life insurance policies for the at least one fund without underwriting on the lives of the insured of each life insurance policy; acquiring the selected plurality of life insurance policies for the at least one fund; and managing the fund to maximize a financial risk adjusted investment rate of return that provides equity level returns with fixed income asset exposure.
申请公布号
WO2008021355(A3)
申请公布日期
2008.11.13
申请号
WO2007US17979
申请日期
2007.08.14
申请人
HALLEY CAPITAL LLC;FOTI, SAMUEL J.;CHIODO, SAMUEL;PEOS, EVELYN L.