Robert G Dwyer

US Patent:

20120221481, Aug 30, 2012

Filed:

Feb 25, 2011

Appl. No.:

13/035247

Inventors:

Robert Dwyer - New Britain CT, US
Kurt Mansfield - Southington CT, US

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

System and methods for variable annuity financial product illustrations are provided. A computer system generates user interface screen(s) allowing the user to specify information about a variable annuity financial product to be illustrated, and a desired start date for a financial illustration. An illustration server receives the information and desired start date from the computer system. Historical performance data relating to at least one portfolio of the variable annuity financial product is obtained, and the variable annuity financial product is modeled to produce a first illustration for the variable annuity financial product. The variable annuity financial product is also modeled with a benefit associated with the variable annuity financial product, to produce a second illustration for the variable annuity financial product. An illustration report is created, allowing the user to compare performance of the variable annuity financial product during the illustration period with and without the benefit.

Address:

8604 Bragg Dr, Myrtle Beach, SC 29588

VIN:

5NPET46C67H257537

Make:

HYUNDAI

Model:

SONATA

Year:

2007