System, method, and computer program product for providing stabilized annuity payments and control of investments in a variable annuity
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
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Jul 15, 2008
Grant Date -
Dec 5, 2002
app pub date -
Feb 20, 2002
filing date -
Feb 20, 2001
priority date (Note) -
In Force
status (Latency Note)
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Abstract
In one embodiment, a method of managing assets for stabilizing anticipated periodic payments, allocating the assets to first and second pools; at periodic intervals, comparing the current value of the assets in the first pool to a present value of the remaining payments; and, when the current value is less the present value, reallocating a portion of the assets from the second pool to the first pool so that the first asset pool has a current value representing the present value. In another embodiment, a method for managing assets for stabilizing anticipated periodic payments includes allocating the assets into first and second pools; establishing a first payment amount; determining a first trigger value; assessing a current value of the assets; and reallocating assets from the second pool to the first pool to increase the first payment amount in response to the current value being greater than the first trigger value.
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