Invention Grant
US08930253B1 Interactive systems and methods for estate planning related activities
有权
与物业规划有关的活动的互动系统和方法
- Patent Title: Interactive systems and methods for estate planning related activities
- Patent Title (中): 与物业规划有关的活动的互动系统和方法
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Application No.: US12771795Application Date: 2010-04-30
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Publication No.: US08930253B1Publication Date: 2015-01-06
- Inventor: Robert Ball
- Applicant: Robert Ball
- Applicant Address: US NY New York
- Assignee: The Guardian Life Insurance Company of America
- Current Assignee: The Guardian Life Insurance Company of America
- Current Assignee Address: US NY New York
- Agency: McGuireWoods LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

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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