发明名称 |
Retirement planning application |
摘要 |
A method includes generating a first interactive graphical user interface (GUI) that identifies one or more guaranteed income options to fund essential retirement expenses and receiving a selection of a guaranteed income option. The method includes generating a second interactive GUI that identifies one or more investment options to fund lifestyle retirement expenses and receiving a selection of an investment option. The method includes generating a third interactive GUI that identifies one or more unexpected liability coverage options and receiving a selection of an unexpected liability coverage option. The method includes generating a fourth interactive GUI that identifies one or more legacy planning options and receiving a selection of a legacy planning option. The method includes generating a retirement plan that identifies the selected guaranteed income option, the selected investment option, the selected unexpected liability coverage option, and the selected legacy planning option. |
申请公布号 |
US8688556(B2) |
申请公布日期 |
2014.04.01 |
申请号 |
US201213494767 |
申请日期 |
2012.06.12 |
申请人 |
GREENE MIKE R.;CLIPP LOGAN C.;SHARAN KIM M.;WOERNER JOHN R.;TRUSCOTT WILLIAM F.;AMERIPRISE FINANCIAL, INC. |
发明人 |
GREENE MIKE R.;CLIPP LOGAN C.;SHARAN KIM M.;WOERNER JOHN R.;TRUSCOTT WILLIAM F. |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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