RETIREMENT INCOME SELECTOR SYSTEMS AND METHODS
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United States of America Patent
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Issued Date -
Dec 2, 2010
app pub date -
Jun 2, 2009
filing date -
Jun 2, 2009
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Abstract
The disclosed technology provides systems and methods that provide investors with a product category allocation based on the investor's preferences regarding asset flexibility and guaranteed income. Whereas existing technologies focus on risk and evaluate how an investor's tolerance for risk impacts particular investment choices, the disclosed technology makes no investment choices when it presents a product category allocation to an investor. The product category allocation is presented to the investor on the basis of the investor's preferences regarding asset flexibility and guaranteed income. The product category allocation includes one or more product categories that guarantee income and one or more flexible asset categories. The disclosed technology also provides a computer executing software, where the executed software causes the computer to provide investors with a product category allocation based on the investor's preferences regarding asset flexibility and guaranteed income.
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