Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2009-11-18
2010-11-23
Kyle, Charles R (Department: 3695)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S004000
Reexamination Certificate
active
07840471
ABSTRACT:
A method of funding and managing a fund of diverse life insurance policies issued by investment grade carriers, the fund providing enhanced risk adjusted investment return. The method includes selecting, using computer enabled instructions, the life insurance policies for the fund without underwriting on the lives of the insured of each life insurance policy, the step of selecting based on a cash value analysis of the life insurance policies to identify those policies with viable projected cash value streams and that can be positively impacted to improve the cash value streams; acquiring, using computer enabled instructions, the selected life insurance policies for the fund, wherein benefits of life insurance policy ownership pass to the owners of the fund; and managing the fund, using computer enabled instructions, to maximize a financial risk adjusted investment rate of return that provides equity level returns with fixed income asset exposure.
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Chiodo Samuel
Foti Samuel J.
Peos Evelyn L.
Halley Capital LLC
Kyle Charles R
Ostrolenk Faber LLP
Wood David L
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