System and process for protected retirement asset management
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United States of America Patent
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Apr 9, 2013
Grant Date -
Nov 20, 2008
app pub date -
May 14, 2007
filing date -
May 14, 2007
priority date (Note) -
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Abstract
In one aspect, the invention comprises a system for the management and administration of a longevity policy funded by a retirement account comprising: (a) a means for creating a customized longevity policy by predicting future economic performance based on client data and (b) a means of servicing the customized longevity policy. In another aspect, the invention comprises a method of funding and administering a longevity policy comprising: (a) creating a longevity policy; (b) transferring the asset fee from a retirement account to the longevity policy on a systematic basis; (c) providing statements regarding the longevity policy; (d) distributing benefit payments to the longevity policy holder on a systematic basis; (e) allowing the asset fee and starting age to be adjusted.
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