Invention Grant
- Patent Title: Automatic income adjustment
- Patent Title (中): 自动收入调整
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Application No.: US12853159Application Date: 2010-08-09
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Publication No.: US08352294B2Publication Date: 2013-01-08
- Inventor: Stephen R. Wolfrath , Tamara L. Pollock , Gumer Cruz Alvero , Douglas Dunning , Sara Janz , Lynn Murphy Abbott , Joseph P. Heckel , Debra Miller Ekberg
- Applicant: Stephen R. Wolfrath , Tamara L. Pollock , Gumer Cruz Alvero , Douglas Dunning , Sara Janz , Lynn Murphy Abbott , Joseph P. Heckel , Debra Miller Ekberg
- Applicant Address: US MN Minneapolis
- Assignee: Ameriprise Financial, Inc.
- Current Assignee: Ameriprise Financial, Inc.
- Current Assignee Address: US MN Minneapolis
- Agency: Toler Law Group, PC
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
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.
Public/Granted literature
- US20120036087A1 AUTOMATIC INCOME ADJUSTMENT Public/Granted day:2012-02-09
Information query
