公开(公告)号：WO2005020000A3

公开(公告)日：2006-01-05

申请号：PCT/US2004026165

申请日：2004-08-13

Applicant: JJS IP HOLDINGS LLC ,  LANGE JEFFERY S ,  LEWIS JONATHAN M ,  SHAPIRO STEVEN M

Inventor： LANGE JEFFERY S ,  LEWIS JONATHAN M ,  SHAPIRO STEVEN M

IPC: G06F20060101 ,  G06F17/60

CPC classification number: G06Q40/08 ,  G06Q40/00 ,  G06Q40/06

Abstract: A method for creating a special purpose entity of high credit quality with an initial amount of investment capital, comprising the steps of: acquiring an initial amount of capital; using this investment capital to acquire a plurality of life insurance policies by executing life settlement contracts; appointing a trustee to administer the acquired life insurance policies by paying ongoing premium obligations and receiving policy benefits; performing a valuation of the underlying life insurance policies; stripping the death benefit assets from the policies and transferring or assigning them to vehicle; stripping the premium obligations from the policy and transferring or assigning them to a bankruptcy remote vehicle for consideration; transferring or assigning the premium obligations to a reinsurance company or reinsurance captive entity; paying the reinsurance company or reinsurance captive entity to assume to the premium obligations; creating a plurality of senior class securities such that cash flows for the senior class of securities are received on or before a stated date with high statistical confidence; and creating a plurality of less senior classes of securities with cash flows that are received with a lower statistical confidence.

Abstract translation: 一种建立具有初始投资资本金额的高信用质量特殊目的实体的方法，包括：获得初始资本金额; 利用该投资资本，通过执行人寿保险合同取得多项人寿保险; 委托受托人通过支付持续的溢价义务并获得政策利益来管理已取得的人寿保险; 对基本人寿保险进行估值; 从政策中剥离死亡抚恤金资产，将其转让或分配给车辆; 从政策中剥离溢价义务，将其转让或分配给破产的远程车辆进行审议; 转让或分配保险责任给再保险公司或再保险的实体; 支付再保险公司或再保险实体承担溢价责任; 创造多个高级证券，使高级证券的现金流量在高统计信心的指定日期之前或之前收到; 并以较低的统计信心创建多个资产较低级别的现金流量证券。

公开(公告)号：WO2005020000A2

公开(公告)日：2005-03-03

申请号：PCT/US2004/026165

申请日：2004-08-13

Applicant: JJS IP HOLDINGS LLC ,  LANGE, Jeffery, S. ,  LEWIS, Jonathan, M. ,  SHAPIRO, Steven, M.

Inventor： LANGE, Jeffery, S. ,  LEWIS, Jonathan, M. ,  SHAPIRO, Steven, M.

IPC: G06F

CPC classification number: G06Q40/08 ,  G06Q40/00 ,  G06Q40/06

Abstract: A method for creating a special purpose entity of high credit quality with an initial amount of investment capital, comprising the steps of: acquiring an initial amount of capital; using this investment capital to acquire a plurality of life insurance policies by executing life settlement contracts; appointing a trustee to administer the acquired life insurance policies by paying ongoing premium obligations and receiving policy benefits; performing a valuation of the underlying life insurance policies; stripping the death benefit assets from the policies and transferring or assigning them to vehicle; stripping the premium obligations from the policy and transferring or assigning them to a bankruptcy remote vehicle for consideration; transferring or assigning the premium obligations to a reinsurance company or reinsurance captive entity; paying the reinsurance company or reinsurance captive entity to assume to the premium obligations; creating a plurality of senior class securities such that cash flows for the senior class of securities are received on or before a stated date with high statistical confidence; and creating a plurality of less senior classes of securities with cash flows that are received with a lower statistical confidence.

Abstract translation: 一种建立具有初始投资资本金额的高信用质量特殊目的实体的方法，包括：获得初始资本金额; 利用该投资资本，通过执行人寿保险合同取得多项人寿保险; 委托受托人通过支付持续的溢价义务并获得政策利益来管理已取得的人寿保险; 对基本人寿保险进行估值; 从政策中剥离死亡抚恤金资产，将其转让或分配给车辆; 从政策中剥离溢价义务，将其转让或分配给破产的远程车辆进行审议; 转让或分配保险责任给再保险公司或再保险的实体; 支付再保险公司或再保险实体承担溢价责任; 创造多个高级证券，使高级证券的现金流量在高统计信心的指定日期之前或之前收到; 并以较低的统计信心创建多个资产较低级别的现金流量证券。