2000 - SOA - Patenting Insurance Products: Making First-to-Market
Really Mean Something, Society of Actuaries - 25p
Dean Potter:
(p9) - I certainly appreciate the opportunity to be invited to address the Society of Actuaries and relate my story and my patent of a very unique life insurance product.
(p12) - When the IRS first looked at the filing, they also asked: What's a reversionary annuity? They hadn't seen one either.
(p12) - All the state insurance departments were notified in 1995 about the patent. We asked them if there has been any other like it. None were ever acknowledged.
(p13) - I mentioned I had a couple of case studies I want to close with.