System and Method For Providing A Deferred Premium Annuity
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United States of America Patent
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app pub date -
Oct 3, 2007
filing date -
Nov 3, 2005
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Abstract
A system and method for providing an investor the ability to purchase an option or pay a fee to exchange a future value of an asset or a portfolio of assets, regardless of future performance or value, for at least one annuity outcome on a future date, where the outcome of such option is contingent on (1) a payment of the fee, and/or (2) maintaining the asset or portfolio of assets in accordance with at least one guideline or benchmark required for the delivery of the annuity outcome, the method comprising: determining a delivery of the annuity outcome based on an assessment of an underwritten strategy associated with an asset or portfolio of assets; and determining a fee payment amount or a series of fee payment amounts and at least one guideline required for the delivery of the annuity outcome.
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