Patents Assigned to MARBLE HILL ADVISORS LLC
  • Publication number: 20120059675
    Abstract: 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.
    Type: Application
    Filed: August 25, 2011
    Publication date: March 8, 2012
    Applicant: MARBLE HILL ADVISORS LLC
    Inventors: Michael Ricciardi, Henry Bregstein