Patent · US Active

Benefits contract providing a bundle of benefits

US8655776B2 · kind B2 · utility

14Cited by
4References
22Claims
0Family size

Assignee

Inventors

Key dates

Filing dateJul 12, 2006
Grant dateFeb 18, 2014
Priority date
Expiry dateDec 19, 2030

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/00
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

According to one embodiment of the invention, a benefits contract includes an agreement to provide a plurality of benefits for at least one person. The agreement provides for an account including a plurality of units. Each unit is associated with multiple benefits. For example each unit may be associated with multiple benefits such as life insurance, health insurance, supplemental health insurance, long-term care insurance, short-term disability insurance, long-term disability insurance, prescription drug insurance, a plurality of income payments, a withdrawal benefit, an annuity, a property and casualty benefit, or other similar benefits. The agreement is such that a person associated with the benefits contract may choose to exercise a particular unit, or fraction thereof, to receive only one of the three or more benefits; and such that the benefits account (or plurality of units) may be purchased tax-free using funds from a tax-deferred retirement account.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.