发明名称 SYSTEM AND METHOD FOR COMPARING FINANCIAL INSTRUMENTS
摘要 A method of providing a comparison of investments financial instruments includes the steps of: receiving, as an input, demographic information related to a person; receiving, as an input, information related to a life insurance policy; receiving, as an input, information related to one or more qualified plans; receiving, as an input, information related to one or more non-qualified investments; and providing, as an output, a graphic representation of a comparison of the value of the life insurance policy, the one or more qualified plans and the one or more non-qualified investments, wherein the graphic representation includes normalized values for the value of the life insurance policy, the one or more qualified plans, and the one or more non-qualified investments.
申请公布号 US2013073320(A1) 申请公布日期 2013.03.21
申请号 US201213424360 申请日期 2012.03.19
申请人 DELARME CHRISTOPHER D. 发明人 DELARME CHRISTOPHER D.
分类号 G06Q40/06;G06Q40/08 主分类号 G06Q40/06
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