发明授权
- 专利标题: Automatic income adjustment
- 专利标题(中): 自动收入调整
-
申请号: US12853159申请日: 2010-08-09
-
公开(公告)号: US08352294B2公开(公告)日: 2013-01-08
- 发明人: Stephen R. Wolfrath , Tamara L. Pollock , Gumer Cruz Alvero , Douglas Dunning , Sara Janz , Lynn Murphy Abbott , Joseph P. Heckel , Debra Miller Ekberg
- 申请人: Stephen R. Wolfrath , Tamara L. Pollock , Gumer Cruz Alvero , Douglas Dunning , Sara Janz , Lynn Murphy Abbott , Joseph P. Heckel , Debra Miller Ekberg
- 申请人地址: US MN Minneapolis
- 专利权人: Ameriprise Financial, Inc.
- 当前专利权人: Ameriprise Financial, Inc.
- 当前专利权人地址: US MN Minneapolis
- 代理机构: Toler Law Group, PC
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00
摘要:
A method includes receiving market data associated with an investment product that specifies a first guaranteed annual withdrawal amount and a second guaranteed annual withdrawal amount, where the first guaranteed annual withdrawal amount is greater than the second guaranteed annual withdrawal amount. The method includes automatically selecting a guaranteed annual withdrawal amount from the first guaranteed annual withdrawal amount and the second guaranteed annual withdrawal amount based on at least an evaluation of the market data.
公开/授权文献
- US20120036087A1 AUTOMATIC INCOME ADJUSTMENT 公开/授权日:2012-02-09
信息查询