Abstract: This document describes techniques for implementing a collateralized loan with periodic draws subject to a triggering event. These techniques include receiving funds from a client and establishing a credit line collateralized by the funds. The techniques may further include periodically dispensing an amount from the credit line upon occurrence of a predetermined event (e.g., the client's attainment of a certain age) and until death of the client. At the death of the client, any remaining funds may then be released to, for example, the client's estate.

Abstract: This document describes techniques for implementing a collateralized loan with periodic draws subject to a triggering event. These techniques include receiving funds from a client and establishing a credit line collateralized by the funds. The techniques may further include periodically dispensing an amount from the credit line upon occurrence of a predetermined event (e.g., the client's attainment of a certain age) and until death of the client. At the death of the client, any remaining funds may then be released to, for example, the client's estate.

Abstract: This document describes techniques for implementing a collateralized loan with periodic draws subject to a triggering event. These techniques include receiving funds from a client and establishing a credit line collateralized by the funds. The techniques may further include periodically dispensing an amount from the credit line upon occurrence of a predetermined event (e.g., the client's attainment of a certain age) and until death of the client. At the death of the client, any remaining funds may then be released to, for example, the client's estate.

Abstract: Index-linked notes with periodic coupons subject to a triggering event, and accompanying methods, are described herein. In some instances, exemplary notes allow a purchaser to purchase a note and receive periodic coupons returned on the note as long as a triggering event does not occur. Assuming that the triggering event does not occur, the purchaser may receive these coupons until the note reaches maturity. Payment of the periodic coupons may cease, however, when a triggering event (e.g., the purchaser's death) does occur. In addition, the amount of the periodic coupons are tied in some manner to a financial index, such as the Bloomberg index, the S&P 500, or the like.

Abstract: This document describes techniques for implementing a collateralized loan with periodic draws subject to a triggering event. These techniques include receiving funds from a client and establishing a credit line collateralized by the funds. The techniques may further include periodically dispensing an amount from the credit line upon occurrence of a predetermined event (e.g., the client's attainment of a certain age) and until death of the client. At the death of the client, any remaining funds may then be released to, for example, the client's estate.

Abstract: This document describes techniques pertaining to loans collateralized by life insurance policies.

Abstract: This document describes techniques for implementing a collateralized loan with periodic draws subject to a triggering event. These techniques include receiving funds from a client and establishing a credit line collateralized by the funds. The techniques may further include periodically dispensing an amount from the credit line upon occurrence of a predetermined event (e.g., the client's attainment of a certain age) and until death of the client. At the death of the client, any remaining funds may then be released to, for example, the client's estate.

Abstract: The document describes creation of one or more families of longevity and mortality indices, some or all of which may be tradable. In addition, this document describes tradable derivatives and other financial products whose value or payment obligations may be tied in some manner to one or more of the created longevity and mortality indices.

Abstract: Index-linked notes with periodic coupons subject to a triggering event, and accompanying methods, are described herein. In some instances, exemplary notes allow a purchaser to purchase a note and receive periodic coupons returned on the note as long as a triggering event does not occur. Assuming that the triggering event does not occur, the purchaser may receive these coupons until the note reaches maturity. Payment of the periodic coupons may cease, however, when a triggering event (e.g., the purchaser's death) does occur. In addition, the amount of the periodic coupons are tied in some manner to a financial index, such as the Bloomberg index, the S&P 500, or the like.