METHOD AND SYSTEM FOR GENERATING ELECTRONIC FORMS FOR PURCHASING FINANCIAL PRODUCTS

摘要

The invention provides system and method for generating electronic forms for purchasing a financial product, such as a variable annuity (Figure 1). A user accesses a web-based application for pre-interview data entry. Templates are used to format to information to be gathered from a client. At the end of the interview, the application may transmit data to a server to generate forms based on interview data.