Interactive systems and methods for estate planning related activities
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United States of America Patent
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Jan 6, 2015
Issued Date -
N/A
app pub date -
Apr 30, 2010
filing date -
Jan 27, 2006
priority date (Note) -
In Force
status (Latency Note)
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Abstract
Systems and methods for performing insurance related activities are provided. Software can be implemented to provide a (optionally networked) application that includes an interactive interface for use by insurance professionals in managing clients. Personal data can be received for computing a client's financial condition. Business data of the client can be received for computing a business financial condition of the business at the death of the client. An assumption of the business financial condition, including levels of business owned life insurance can be modified. A selection mechanism can also be provided, which when selected displays a representation of a death benefits to the client and to the business, based on the modified assumption. The personal financial and business financial condition can change in relation to a change in the personal death and business death benefit as the assumptions are interactively modified, thereby showing the benefit of business owned life insurance.
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Family
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