COMPUTERIZED SALES TOOL FOR VISUALIZING THE IMPACT OF SELECTIVE FINANCIAL PRODUCTS ON RETIREMENT PLANNING
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United States of America Patent
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app pub date -
Aug 19, 2013
filing date -
Aug 24, 2012
priority date (Note) -
Abandoned
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Abstract
A computerized financial product sales system is disclosed. The system includes a customer profile calibration module, a product selection module, and a visualization module. The customer profile calibration module may be configured to allow selection of one or more customer parameters. The product selection module may be configured to allow selection of a financial product. The visualization module may be configured to graphically display an impact of the selected financial product on one or more of the selected customer parameters based on actual historical data over a specified time period.
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