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公开(公告)号：US20220156841A1
公开(公告)日：2022-05-19
申请号：US16725837
申请日：2019-12-23
摘要： The techniques disclosed herein generally relate to providing insurance via an integrated investment and insurance account. An integrated account may have an owner, and may include an investment vehicle portion and an insurance policy portion. The investment vehicle portion may include or be associated with one or more investment vehicles via which the account owner may invest money and, based on the invested funds, the insurance policy portion may provide insurance for which the account owner is designated as the insured party. Premiums for the insurance policy portion may be borne by the operating expenses of the investment vehicle portion. Additionally, a payout or benefit amount of the insurance provided by such integrated accounts may be based on the value of accumulated assets under management of the investment vehicle portion at the time of the payout.
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公开(公告)号：US10552912B1
公开(公告)日：2020-02-04
申请号：US14528446
申请日：2014-10-30
摘要： The techniques disclosed herein generally relate to providing insurance via an integrated investment and insurance account. An integrated account may have an owner, and may include an investment vehicle portion and an insurance policy portion. The investment vehicle portion may include or be associated with one or more investment vehicles via which the account owner may invest money and, based on the invested funds, the insurance policy portion may provide insurance for which the account owner is designated as the insured party. Premiums for the insurance policy portion may be borne by the operating expenses of the investment vehicle portion. Additionally, a payout or benefit amount of the insurance provided by such integrated accounts may be based on the value of accumulated assets under management of the investment vehicle portion at the time of the payout.
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公开(公告)号：US20220092698A1
公开(公告)日：2022-03-24
申请号：US16874155
申请日：2020-05-14
摘要： The techniques disclosed herein generally relate to providing insurance via an integrated investment and insurance account. An integrated account may have an owner, and may include an investment vehicle portion and an insurance policy portion. The investment vehicle portion may include or be associated with one or more investment vehicles via which the account owner may invest money and, based on the invested funds, the insurance policy portion may provide insurance for which the account owner is designated as the insured party. Premiums for the insurance policy portion may be borne by the operating expenses of the investment vehicle portion. Additionally, a payout or benefit amount of the insurance provided by such integrated accounts may be based on the value of accumulated assets under management of the investment vehicle portion at the time of the payout.
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