专利名称:METHOD AND SYSTEM FOR
ADMINISTERING LIFE INSURANCEPRODUCTS THROUGH CLASSIFYINGINSURED LIVES TO ALLOCATE COSTS
发明人:John Coleman,Clifford Eisler申请号:US14185618申请日:20140220
公开号:US20140214455A1公开日:20140731
专利附图:
摘要:In some embodiments, the instant invention is directed to a computer-
implemented method that at least includes: programming a Process Administratorcomputer system to perform: receiving life insurance data for a plurality of life insurancepolicies; identifying a life insurance policy that has a catch-up deduction; classifying theinsured lives of the life insurance policy into a plurality of insured classes of the insuredlives; determining investment amount in a separate account; receiving investment dataresulted from investing in an investment option; calculating an investment return amountattributed to the life insurance policy; determining a net investment return amount to becredited to the life insurance policy based on: an insured class, the investment returnamount, and the catch-up deduction; and transmitting the net investment return amountso as to result in crediting the net investment return amount to the life insurance policy.
申请人:Atlas Financial Partners LLC
地址:New York NY US
国籍:US
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