SYSTEM AND METHOD FOR PROVIDING A MARKET-BACKED ANNUITY WITH VARIABLE SEGMENT TERMS AND AUTOMATIC ROLLOVER

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United States of America Patent

APP PUB NO 20150019457A1
SERIAL NO

14103933

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Abstract

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The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downside protection, specify an underlying market index, and choose an amount of investment capital. By providing flexibility, the current invention increases the security and performance of market-backed annuity products.

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Patent Owner(s)

Patent OwnerAddress
AXA EQUITABLE LIFE INSURANCE COMPANYNEW YORK NY

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chuang, Chad Forest Hills, US 2 8
Stoltz, Adam Paris, FR 1 5

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