PROVISION OF FINANCIAL BENEFITS ASSOCIATED WITH INVESTMENT PRODUCTS
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United States of America Patent
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-
N/A
Issued Date -
Jul 19, 2007
app pub date -
Jan 11, 2007
filing date -
Jan 13, 2006
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
A variable annuity or other investment vehicle may be offered that invests in a single public mutual fund to allow an investor to be taxed on a non-deferred capital gains basis as opposed to a tax-deferred income basis. Additionally or alternatively, an insurance policy may be wrapped around, or otherwise associated with, the variable annuity or other investment vehicle.
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