System for managing a stable value protected investment plan
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United States of America Patent
Stats
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Jul 24, 2007
Grant Date -
Oct 28, 2004
app pub date -
Sep 9, 1996
filing date -
Sep 9, 1996
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
Method and system to track, reconcile and administer the values of life insurance policies in separate accounts, including Stable Value Protected funds. Accordingly, targeted returns are translated into unit values on a daily basis for each fund. Additionally the system tracks restrictions (e.g., timing, amount of withdrawal and amount of reallocations) on a premium-by-premium basis, and tracks the book value, market value, duration and targeted return on a client-by-client basis. The system calculates and tracks the payments and credits applicable to a withdrawal or reallocation request, in addition to the liquidation schedules for each fund based on the payment amounts and credits of specific funds. Additionally, daily unit values are calculated given a periodic targeted return (i.e., a quarterly targeted return).
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Family
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