发明名称 Lifetime financial product
摘要 A system and method that offers a simple product solution for managing financial risks in retirement is provided. The product solution combines a uniquely structured deposit product (e.g., certificate of deposit (CD)) together with an insurance policy (e.g., group longevity insurance policy) to guarantee a lifetime stream of income to a customer.
申请公布号 US8571896(B2) 申请公布日期 2013.10.29
申请号 US20080235897 申请日期 2008.09.23
申请人 PETERSON DONNA E.;WELLS FARGO BANK, N.A. 发明人 PETERSON DONNA E.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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