Pamela J Duffy

US Patent:

20100169128, Jul 1, 2010

Filed:

Nov 11, 2009

Appl. No.:

12/616588

Inventors:

Paul F. BERLIN - Chicago IL, US
Theresa CORDO - Closter NJ, US
Michael C. DIPIAZZA - Freehold NJ, US
Pamela Duffy - Purchase NY, US
Richard M. Weber - Carlsbad CA, US

International Classification:

G06Q 40/00

US Classification:

705 4, 705 37

Abstract:

A variable universal life insurance product that includes a death benefit and associated investment vehicles is selectively offered. A life insurance policy chassis is provided by an insurance company to an asset manager. The asset manager combines the life insurance policy chassis with one or more associated investment vehicles managed by the asset manager to form a variable universal life insurance product. The asset manager selectively makes the insurance product available to respective clients of the asset manager. The insurance company providing service for the death benefit and the asset manager providing service for the associated investment vehicles.

US Patent:

20050086085, Apr 21, 2005

Filed:

Oct 2, 2003

Appl. No.:

10/677839

Inventors:

Paul Berlin - Chicago IL, US
Theresa Cordo - Closter NJ, US
Michael DiPiazza - Freehold NJ, US
Pamela Duffy - Purchase NY, US
Richard Weber - Carlsbad CA, US

International Classification:

G06F017/60

US Classification:

705004000

Abstract:

A variable universal life insurance product that includes a death benefit and associated investment vehicles is selectively offered. A life insurance policy chassis is provided by an insurance company to an asset manager. The asset manager combines the life insurance policy chassis with one or more associated investment vehicles managed by the asset manager to form a variable universal life insurance product. The asset manager selectively makes the insurance product available to respective clients of the asset manager. The insurance company providing service for the death benefit and the asset manager providing service for the associated investment vehicles.