发明名称 |
Variable Annuity Product Management Method and System |
摘要 |
A computer-implemented method for providing and managing a variable annuity product capable of investing in exchange-traded funds, including: receiving, on a server computer, a request to allocate an amount of annuity assets comprising tax-deferred or tax-advantaged assets into at least one subaccount corresponding to a specified exchange-traded fund; allocating the amount of annuity funds into at least one subaccount; and initiating the purchase of at least one share of an exchange-traded fund relating to at least a portion of at least one unit of the at least one subaccount. A system and a computer program product for implementing the aforementioned method includes appropriately communicatively connected hardware components. Also disclosed is a computer-implemented method for reducing risk in a variable annuity product as well as a system and a computer program product for implementing the method which includes appropriately communicatively connected hardware components. |
申请公布号 |
US2011295765(A1) |
申请公布日期 |
2011.12.01 |
申请号 |
US201113115613 |
申请日期 |
2011.05.25 |
申请人 |
WESTERN & SOUTHERN FINANCIAL GROUP, INC.;MID ATLANTIC CAPITAL GROUP |
发明人 |
HOWARD KEVIN L.;SCHNEIDER PAUL D.;EDBLOM SCOTT W. |
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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地址 |
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