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    Variable Annuity Product Management Method and System
    2.
    发明申请
    Variable Annuity Product Management Method and System 审中-公开
    可变年金产品管理方法与系统

    公开(公告)号：US20110295765A1

    公开(公告)日：2011-12-01

    申请号：US13115613

    申请日：2011-05-25

    申请人： Kevin L. Howard ,  Paul D. Schneider ,  Scott W. Edblom

    发明人： Kevin L. Howard ,  Paul D. Schneider ,  Scott W. Edblom

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/06 ,  G06Q40/02 ,  G06Q40/04

    摘要： A computer-implemented method for providing and managing a variable annuity product capable of investing in exchange-traded funds, including: receiving, on a server computer, a request to allocate an amount of annuity assets comprising tax-deferred or tax-advantaged assets into at least one subaccount corresponding to a specified exchange-traded fund; allocating the amount of annuity funds into at least one subaccount; and initiating the purchase of at least one share of an exchange-traded fund relating to at least a portion of at least one unit of the at least one subaccount. A system and a computer program product for implementing the aforementioned method includes appropriately communicatively connected hardware components. Also disclosed is a computer-implemented method for reducing risk in a variable annuity product as well as a system and a computer program product for implementing the method which includes appropriately communicatively connected hardware components.

    摘要翻译： 一种用于提供和管理能够投资交易所交易基金的可变年金产品的计算机实现的方法，包括：在服务器计算机上接收将包括递延税或优惠税资产的年金资产分配给 至少一个对应于特定交易所交易基金的子账户; 将年金金额分配到至少一个子帐户中; 以及开始购买与所述至少一个子帐户中的至少一个单位的至少一部分相关的交换交易基金的至少一股。 用于实现上述方法的系统和计算机程序产品包括适当地通信连接的硬件组件。 还公开了一种用于降低可变年金产品中的风险的计算机实现的方法，以及用于实现包括适当通信连接的硬件组件的方法的系统和计算机程序产品。