| 专利名称 | Interactive systems and methods for estate planning related activities | ||
| 申请号 | US12771795 | 申请日 | |
| 公开(公告)号 | US8930253B1 | 公开(公告)日 | |
| 申请(专利权)人 | The Guardian Life Insurance Company of America | 发明人 | Robert Ball |
| 专利来源 | 国家知识产权局 | 转化方式 | |
| 摘要 |
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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