首页>
外国专利>
Method for offering insurance products without a complete audit of a potential purchaser
Method for offering insurance products without a complete audit of a potential purchaser
展开▼
机译:在没有对潜在购买者进行全面审核的情况下提供保险产品的方法
展开▼
页面导航
摘要
著录项
相似文献
摘要
A system and method are provided that identify and assess potential areas of exposure for insurance underwriting purposes and allows for the reduction or potential elimination of extensive analysis of such areas of exposure by insurance companies, and also allows for immediate underwriting of risk in reliance of the system's results. The system employs methodologies for use to determine compliance with laws, such as tax laws and retirement and welfare laws in international Class 35, and printed insurance application forms, investigative questionnaires and instructions manuals in international Class 16. In another aspect, the present invention is a system and method for measuring the adequacy of the security required under the fiduciary prudence and prohibited transaction provisions of The Employee Retirement Security Act of 1974, (ERISA), for loans made to a plan participant from the plan, which are secured by the participant's remaining account balance in the plan.
展开▼