System for funding, analyzing and managing life insurance policies funded with annuities
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United States of America Patent
Stats
-
Jan 5, 2010
Grant Date -
Oct 20, 2005
app pub date -
Jun 17, 2005
filing date -
Nov 9, 2000
priority date (Note) -
In Force
status (Latency Note)
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Abstract
The invention relates to a program that administers a method of funding life insurance policies using annuities that are purchased at least in part using borrowed money, using business and trust structures to reduce and/or eliminate tax. This investing can be done either directly by the policy or through the trust and/or other business entity. As an internal investment of the insurance policy the income generated by the annuity and the inside build-up are non-income taxable to the owner of the policy. The resulting death benefits will also be non-income taxable to the beneficiary.
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Family
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