Michael J. Gordon - New York NY, US Michelle O. Richter - Stamford CT, US Paul C. McClung - New York NY, US
Assignee:
New York Life Insurance Company - New York NY
International Classification:
G06Q 40/00
US Classification:
705 4
Abstract:
The present invention provides methods, computer media and systems for providing a hybrid life insurance and non-life insurance investment product for an individual. Embodiments of the methods, computer media and systems include obtaining an initial investment amount for an investment product comprising a life insurance investment component and a non-life insurance investment component and a face amount of the life insurance investment component, calculating a premium payment amount for the life insurance investment component, determining a payment schedule for the premium payment amount, allocating a portion of the initial investment amount to the life insurance investment component and allocating a portion of the initial investment amount to the non-life insurance investment component, and presenting, based at least in part on the allocations of the initial investment amount to the life insurance investment component and to the non-life insurance investment component, the premium payment amount and the payment schedule, the life insurance investment component and the non-life insurance investment component as a combined investment product for an individual in a singular transaction.
Umpqua Community College Mar 2011 - Jun 2012
student tutor
University of Oregon 2011 - 2011
UCORE fellow
Dr. Rees Freeman, MD Aug 2006 - Aug 2008
Medical Assistant
Fred Meyer Oct 2005 - May 2008
Grocery Clerk, Cashier
Kroger Company Oct 1996 - Aug 2005
District pricing clerk, store price coordinator
Education:
Umpqua Community College 2009 - 2012
Associate of Arts (AA), Geology
Miami Dade College 1990 - 1993
Reed College 1986 - 1987
Douglas Elliman Real Estate
Licensed Real Estate Salesperson
Education:
Sachem High School East 2004 - 2009
Suffolk County Community College
Associates, Communications
Skills:
Real Estate Real Estate Transactions Buyer Representation Seller Representation Working With First Time Home Buyers Short Sales Foreclosures Condos Co Ops Interpersonal Communication Sales Marketing
Fiduciary Insurance Services
Principal
Milliman
Managing Director, Retirement Enhancement Solutions
Alesia Re 2015 - 2016
Chief Operating Officer
Crown Global Insurance Group Llc 2013 - 2015
Svp, Institutional Solutions
Asaph Advisors Jul 2012 - Dec 2013
Managing Director
Education:
Columbia University, Graduate School of Business 2017 - 2017
Master of Business Administration, Masters
Columbia University 2005
Master of Business Administration, Masters
Columbia University, Graduate School of Business 2004 - 2005
Master of Business Administration, Masters, Management, Finance
Wesleyan University 1997 - 2000
Bachelors, Bachelor of Arts, Economics
Hunter College High School 1991 - 1997
Skills:
Financial Services Investments Insurance Mutual Funds Retirement Risk Management Fixed Annuities Strategy Life Insurance Strategic Financial Planning Asset Allocation Securities Asset Management Project Management Retirement Planning Investment Advisory Strategic Planning Portfolio Management Management Asset Managment Public Speaking Product Management Finance Employee Benefits Financial Modeling Leadership Registered Investment Advisor Executive Management Estate Planning Financial Analysis Operations Management Research Product Development General Securities Registered Representative Contract Negotiation Annuities General Securities Principal Permanent Life Insurance Product Design Pricing Analysis Distribution Strategies Insurance Brokerage Talent Management Corporate Development Deferred Compensation Coli Boli Structured Finance Financial Planning
Fuse Literary
Agent
Pace University
Adjunct Professor
Fuse Literary
Associate Agent
St. Martin's Press Feb 2006 - Apr 2014
Editorial
Simon and Schuster Sep 2005 - Dec 2005
Intern
Education:
Pace University 2005 - 2006
Master of Science, Masters, Publishing
New England College of Business 1994 - 2000
University of Massachusetts Boston 1990 - 1993
Bachelors, Bachelor of Arts, Economics
Brockton High School 1984 - 1988
Skills:
Books Editing Editorial Publishing Copy Editing Proofreading Literature Fiction Non Fiction Storytelling Content Development Online Publishing Copywriting Content Management Press Releases Pop Culture Publications Copyediting Memoir Fact Checking Ebooks