Invention Grant
US08645261B2 System and method for providing a market-backed annuity with variable segment terms and automatic rollover
有权
提供具有可变段条款和自动翻转的市场支持年金的系统和方法
- Patent Title: System and method for providing a market-backed annuity with variable segment terms and automatic rollover
- Patent Title (中): 提供具有可变段条款和自动翻转的市场支持年金的系统和方法
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Application No.: US13238795Application Date: 2011-09-21
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Publication No.: US08645261B2Publication Date: 2014-02-04
- Inventor: Chad Chuang , Adam Stolz
- Applicant: Chad Chuang , Adam Stolz
- Applicant Address: US NY New York
- Assignee: Axa Equitable Life Insurance Company
- Current Assignee: Axa Equitable Life Insurance Company
- Current Assignee Address: US NY New York
- Agency: Ostrow Kaufman LLP
- Agent Antonio Papageorgiou
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
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.
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