Invention Grant
US08447681B2 System and method for administering a destination fund having an associated guarantee 有权
用于管理具有相关保证的目的地基金的系统和方法

System and method for administering a destination fund having an associated guarantee
Abstract:
A system is provided for administering a destination fund having a guarantee wrapper. The guarantee provides an income stream for life to one or more investors. The destination fund has a selected mix of equities and fixed income investments to provide for enhanced returns throughout retirement for the investor. The destination fund additionally provides income stream flexibility throughout the lifetime of the investor. Administration of a destination fund having a guarantee wrapper may include initiating a guarantee payment process if a value of the destination fund falls below a threshold.
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