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公开(公告)号：US08660863B2
公开(公告)日：2014-02-25
申请号：US12616588
申请日：2009-11-11
IPC分类号： G06Q40/00
摘要： A variable universal life insurance product that includes a death benefit and associated investment vehicles is selectively offered. A life insurance policy chassis is provided by an insurance company to an asset manager. The asset manager combines the life insurance policy chassis with one or more associated investment vehicles managed by the asset manager to form a variable universal life insurance product. The asset manager selectively makes the insurance product available to respective clients of the asset manager. The insurance company providing service for the death benefit and the asset manager providing service for the associated investment vehicles.
摘要翻译： 有选择地提供了包括死亡福利和相关投资工具在内的可变全人寿保险产品。 保险公司向资产管理人提供人寿保险单。 资产管理人员将人寿保险框架与由资产管理人员管理的一个或多个相关投资工具相结合，形成可变普世人寿保险产品。 资产管理人员有选择地将保险产品提供给资产管理人员的相应客户。 为死亡抚恤金提供服务的保险公司和为相关投资工具提供服务的资产经理。
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公开(公告)号：US20050086085A1
公开(公告)日：2005-04-21
申请号：US10677839
申请日：2003-10-02
申请人： Paul Berlin , Theresa Cordo , Michael DiPiazza , Pamela Duffy , Richard Weber
发明人： Paul Berlin , Theresa Cordo , Michael DiPiazza , Pamela Duffy , Richard Weber
摘要： A variable universal life insurance product that includes a death benefit and associated investment vehicles is selectively offered. A life insurance policy chassis is provided by an insurance company to an asset manager. The asset manager combines the life insurance policy chassis with one or more associated investment vehicles managed by the asset manager to form a variable universal life insurance product. The asset manager selectively makes the insurance product available to respective clients of the asset manager. The insurance company providing service for the death benefit and the asset manager providing service for the associated investment vehicles.
摘要翻译： 有选择地提供了包括死亡福利和相关投资工具在内的可变全人寿保险产品。 保险公司向资产管理人提供人寿保险单。 资产管理人员将人寿保险框架与由资产管理人员管理的一个或多个相关投资工具相结合，形成可变普世人寿保险产品。 资产管理人员有选择地将保险产品提供给资产管理人员的相应客户。 为死亡抚恤金提供服务的保险公司和为相关投资工具提供服务的资产经理。
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公开(公告)号：US20100169128A1
公开(公告)日：2010-07-01
申请号：US12616588
申请日：2009-11-11
IPC分类号： G06Q40/00
摘要： A variable universal life insurance product that includes a death benefit and associated investment vehicles is selectively offered. A life insurance policy chassis is provided by an insurance company to an asset manager. The asset manager combines the life insurance policy chassis with one or more associated investment vehicles managed by the asset manager to form a variable universal life insurance product. The asset manager selectively makes the insurance product available to respective clients of the asset manager. The insurance company providing service for the death benefit and the asset manager providing service for the associated investment vehicles.
摘要翻译： 有选择地提供了包括死亡福利和相关投资工具在内的可变全人寿保险产品。 保险公司向资产管理人提供人寿保险单。 资产管理人员将人寿保险框架与由资产管理人员管理的一个或多个相关投资工具相结合，形成可变普世人寿保险产品。 资产管理人员有选择地将保险产品提供给资产管理人员的相应客户。 为死亡抚恤金提供服务的保险公司和为相关投资工具提供服务的资产经理。
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