APPARATUS AND METHOD FOR ACHIEVING ENHANCED RETURNS ON INVESTMENTS
摘要
The apparatus and methods of the present invention create enhanced investment returns for investors by utilizing standard insurance products and recognizing the actuarial expectation of death for lives within a pool of insured lives. In the most preferred embodiments of the present invention, a pooled investment entity, which is a tax "pass through" entity, invests in life insurance policies or otherwise secures life insurance policies placed on lives in a pool of insured lives. A projected return is calculated on an actuarial basis and actual returns are paid based on the experience of deaths in the pool of insured lives.
申请公布号
WO2004079540(A2)
申请公布日期
2004.09.16
申请号
WO2004US06587
申请日期
2004.03.03
申请人
GOLDER MELICK, LLC
发明人
CARLSON, JOSEPH, W.;VEST, TIMOTHY, T., R.;PHILLIPS, LEE, R.;GARDNER, CLARK, S.