System and method for providing a market-backed annuity with variable segment terms and automatic rollover
The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downsi...
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| creator | STOLZ ADAM CHUANG CHAD |
| description | The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downside protection, specify an underlying market index, and choose an amount of investment capital. By providing flexibility, the current invention increases the security and performance of market-backed annuity products. |
| format | Patent |
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The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downside protection, specify an underlying market index, and choose an amount of investment capital. By providing flexibility, the current invention increases the security and performance of market-backed annuity products.</description><language>eng</language><subject>CALCULATING ; COMPUTING ; COUNTING ; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ; PHYSICS ; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><creationdate>2014</creationdate><oa>free_for_read</oa><woscitedreferencessubscribed>false</woscitedreferencessubscribed></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktohtml>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20140204&DB=EPODOC&CC=US&NR=8645261B2$$EHTML$$P50$$Gepo$$Hfree_for_read</linktohtml><link.rule.ids>230,308,778,883,25551,76302</link.rule.ids><linktorsrc>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20140204&DB=EPODOC&CC=US&NR=8645261B2$$EView_record_in_European_Patent_Office$$FView_record_in_$$GEuropean_Patent_Office$$Hfree_for_read</linktorsrc></links><search><creatorcontrib>STOLZ ADAM</creatorcontrib><creatorcontrib>CHUANG CHAD</creatorcontrib><title>System and method for providing a market-backed annuity with variable segment terms and automatic rollover</title><description>The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. 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| subjects | CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR |
| title | System and method for providing a market-backed annuity with variable segment terms and automatic rollover |
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