Insurance products and related methods and systems

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2617338

A method of structuring a life insurance product includes: selecting one or more insureds from a pool of applicants; collecting at least one premium payment, the at least one premium payment comprising a charge for cost of insurance; issuing at least one policy covering the one or more insureds, the at least one policy having a cash value and a death benefit; placing the at least one premium payment into an account, thereby populating the account with assets; investing the assets thereby generating a rate of return; tying the cash value and death benefit amounts to the rate of return; creating a mortality fluctuation reserve, adding the mortality fluctuation reserve to the account, and investing the reserve; and calculating a mortality experience credit upon satisfying certain criteria. Associated data processing methods and systems are also described.

L'invention porte sur un procédé permettant de structurer un produit d'assurance vie et consistant à sélectionner un ou plusieurs assurés dans un groupe de proposants; collecter au moins un paiement de prime comprenant les frais d'assurance; émettre au moins une police couvrant un ou plusieurs assurés et ayant une valeur de rachat brute et une prestation de décès; placer le paiement de la prime sur un compte et faire fructifier le compte avec des actifs; investir les actifs de façon à générer un taux de retour; associer le montant de la valeur de rachat brute et de la prestation de décès au taux de retour; créer une réserve pour la fluctuation de la mortalité, ajouter cette réserve au compte et investir la réserve; et calculer un crédit sur les statistiques de mortalité tout en satisfaisant à certains critères. L'invention porte également sur des procédés et systèmes de traitement de données associés.

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