WO2001069348A3 - System and method for determining and altering retirement income - Google Patents

System and method for determining and altering retirement income Download PDF

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Publication number
WO2001069348A3
WO2001069348A3 PCT/US2001/008286 US0108286W WO0169348A3 WO 2001069348 A3 WO2001069348 A3 WO 2001069348A3 US 0108286 W US0108286 W US 0108286W WO 0169348 A3 WO0169348 A3 WO 0169348A3
Authority
WO
WIPO (PCT)
Prior art keywords
retirement income
altering
determining
retirement
products
Prior art date
Application number
PCT/US2001/008286
Other languages
French (fr)
Other versions
WO2001069348A2 (en
Inventor
Geoffrey S Stiff
Billie Jo Vaughn
Original Assignee
Ge Financial Assurance Holding
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Ge Financial Assurance Holding filed Critical Ge Financial Assurance Holding
Priority to AU2001249208A priority Critical patent/AU2001249208A1/en
Publication of WO2001069348A2 publication Critical patent/WO2001069348A2/en
Publication of WO2001069348A3 publication Critical patent/WO2001069348A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Abstract

A system and method for determining and altering retirement income profiles for users at or near retirement is provided (20). The user receives qualitative and quantitative assessments of the retirement income profile (22), as well as education regarding his/her profile. The user may learn information about various types of products (28) and products categories (30) for investment of assets to realize retirement income. Further, the user may alter the allocation of products, as currently invested, to ensure that his/her retirement income goals are met (34).
PCT/US2001/008286 2000-03-15 2001-03-15 System and method for determining and altering retirement income WO2001069348A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2001249208A AU2001249208A1 (en) 2000-03-15 2001-03-15 System and method for determining and altering retirement income

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US52593800A 2000-03-15 2000-03-15
US09/525,938 2000-03-15

Publications (2)

Publication Number Publication Date
WO2001069348A2 WO2001069348A2 (en) 2001-09-20
WO2001069348A3 true WO2001069348A3 (en) 2002-01-31

Family

ID=24095238

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/008286 WO2001069348A2 (en) 2000-03-15 2001-03-15 System and method for determining and altering retirement income

Country Status (2)

Country Link
AU (1) AU2001249208A1 (en)
WO (1) WO2001069348A2 (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US9218916B2 (en) 2011-06-24 2015-12-22 Semiconductor Energy Laboratory Co., Ltd. Graphene, power storage device, and electric device
US10515413B1 (en) * 2013-10-07 2019-12-24 Jpmorgan Chase Bank, N.A. System and method for dynamically adapting asset allocation and withdrawal rates

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US5933815A (en) * 1995-05-01 1999-08-03 The Equitable Life Assurance Society Of The United States Computerized method and system for providing guaranteed lifetime income with liquidity
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5933815A (en) * 1995-05-01 1999-08-03 The Equitable Life Assurance Society Of The United States Computerized method and system for providing guaranteed lifetime income with liquidity
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system

Also Published As

Publication number Publication date
AU2001249208A1 (en) 2001-09-24
WO2001069348A2 (en) 2001-09-20

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