发明名称 RETIREMENT PLANNING SYSTEM AND METHOD
摘要 A computer-implemented retirement planning system comprises data collection logic, modeling logic, and report generation logic. The data collection logic is configured to receive data pertaining to an individual planning for retirement. The retirement modeling logic is configured to process the data to generate parameters of a retirement plan. The retirement plan comprises a retirement income arrangement in which the amount of inflation-adjusted retirement income (from sources other than long term care insurance and health insurance) is larger during early years of the retirement plan and decreases as the maximum life expectancy of the individual is reached. The report generation logic being configured to generate a retirement plan report describing the retirement income arrangement.
申请公布号 US2009030740(A1) 申请公布日期 2009.01.29
申请号 US20080245418 申请日期 2008.10.03
申请人 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 发明人 ROBINSON CHARLES D.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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