System and method for administering a destination fund having an associated guarantee
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United States of America Patent
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May 21, 2013
Grant Date -
May 27, 2010
app pub date -
Jun 25, 2009
filing date -
Nov 21, 2008
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A system is provided for administering a destination fund having a guarantee wrapper. The guarantee provides an income stream for life to one or more investors. The destination fund has a selected mix of equities and fixed income investments to provide for enhanced returns throughout retirement for the investor. The destination fund additionally provides income stream flexibility throughout the lifetime of the investor. Administration of a destination fund having a guarantee wrapper may include initiating a guarantee payment process if a value of the destination fund falls below a threshold.
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