Corporate Law Energy International Law Commercial Real Estate
ISLN:
912048619
Admitted:
1996
University:
Skidmore College, B.A.
Law School:
College of William & Mary, J.D.
Us Patents
Apparatus, Method, Program And Computer-Readable Recording Medium For Providing Guaranteed Minimum Accumulated Benefit Contract Funded With Matching Bond Investments
Daniel R. Guilbert - Simsbury CT, US David P. Wiland - South Windsor CT, US Xiaobo Zhou - Simsbury CT, US Jennifer Lynn Healy - Avon CT, US
International Classification:
G06Q 40/00
US Classification:
705 4
Abstract:
A guaranteed minimum accumulated benefit (GMAB) variable annuity contract management apparatus stores contract data on GMAB variable annuity contracts having a predetermined contract duration. The apparatus also stores fund data on amounts paid to purchase the contracts. The apparatus computes a portion of the amounts paid that is to be allocated to a bond fund. The apparatus stores data on the portion of the amounts paid to be allocated to the bond fund. A substantial portion, or all, of the bond fund is invested in bonds that have a maturity date that matches the contract duration of the GMAB variable annuity contracts.
Name / Title
Company / Classification
Phones & Addresses
Jennifer Healy Manager
Boccaccio Tine Associate Investment Advisory Service
North Shore Country Day School Winnetka IL 1980-1991, Marie Murphy Junior High School Wilmette IL 1984-1987, Verde Valley High School Sedona AZ 1989-1990
Orlando, FLSales Executive at Stirling Sotheby's Internationa... Past: Administrative Assitant at Stratford Properties, Customer Service Rep at Huntington Bank... I am a life-long resident of Central Florida and have been buying and selling real estate for the past 13 years. I have a rich sales and marketing background... I am a life-long resident of Central Florida and have been buying and selling real estate for the past 13 years. I have a rich sales and marketing background that enhances my real estate career today. I chose real estate because of my true love of people and my passion for helping them achieve...