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AssigneeMarble Hill Advisors LLC
InventorsMichael Ricciardi, Henry Bregstein
Estimating the term…
A method performed by a computer of arranging a privately placed variable annuity, including negotiating with at least one life insurance company for a standardized annuity contract; evaluating the standardized annuity contract and a plurality of investments by a plurality of specialists; performing at least one of legal analysis, regulatory analysis, due diligence, and compliance analysis with respect to the plurality of investments; using the computer to provide efficient scalability of the product, and made concrete by embodiment as a privately placed, tax deferred fund (TDF), and the selling by at least one broker of an interest in the TDF to a qualified prospect (Investor Annuitant) who thereby gains exposure to the privately placed variable annuity based on the standardized annuity contract and the plurality of investments.
A method performed by a computer of arranging a privately placed variable annuity, comprising:
A method performed by a computer of arranging a life insurance contract, comprising:
A method performed by a computer of preparing the documentation of the offering of at least one TDF and one related IDF in respect of which a TDF Manager may act as an administrative manager of the IDF, comprising:
Dependencies are inferred from the claim text.