BUNDLING INSURANCE POLICIES AND INVESTMENT ACCOUNTS
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United States of America Patent
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app pub date -
Dec 16, 2013
filing date -
Jul 12, 2013
priority date (Note) -
Abandoned
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Abstract
Methods and systems for bundling an insurance policy and an account of an investment vehicle include determining if the policy and/or the account is eligible for inclusion in a bundled product, generating an indication of the bundled product, and causing the indication to be transmitted to a user interface and/or computing device. The eligibility determination is based on a state or status of the policy and/or a state or status of the account, and optionally is based on characteristics and/or conditions associated with the policy and/or the account. A bundling benefit may be enacted. The bundling benefit may include, for example, a discount or waiver on a fee, charge or load of the investment account, and/or a discount or waiver of a premium of the insurance policy. The insurance policy may correspond to any type of insurance, and the investment account may correspond to any type of investment vehicle.
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