发明名称 System and method for creating a retirement plan funded with a variable life insurance policy and/or a variable annuity policy
摘要 A retirement plan is created using variable life insurance contracts and/or variable annuity contracts. Actuarial data used to create the retirement plan is entered via at least one user interface and processed. Based on the actuarial data, a variable life insurance policy and/or a variable annuity policy is generated for the purpose of funding the retirement plan. Additionally, a separate agreement is created that either extra-contractually modifies the variable life insurance policy and/or the variable annuity policy, or defines the terms under which the variable life insurance policy and/or the variable annuity policy is to be used in the retirement plan.
申请公布号 US2006080148(A1) 申请公布日期 2006.04.13
申请号 US20050255717 申请日期 2005.10.21
申请人 发明人 KORESKO JOHN J.V
分类号 G06Q10/00;G06Q40/00 主分类号 G06Q10/00
代理机构 代理人
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