Method and apparatus that processes financial data relating to wealth accumulation plans
October 31, 2017. Estimated Expiration Date is calculated based on simple USPTO term provisions. It does not account for terminal disclaimers, term adjustments, failure to pay maintenance fees, or other factors which might affect the term of a patent.Patent References 3500030 Method and apparatus for benefit and financial communication Pension benefits system System and method for implementing and administering a mortgage plan System for the operation of a financial account Self-implementing pension benefits system Goal-directed financial asset management system System for enhanced management of pension-backed credit Goal-oriented investment indexing, tracking and monitoring data processing system Design grid for inputting insurance and investment product information in a computer system InventorAssigneeApplicationNo. 962457 filed on 10/31/1997US Classes:705/4, Insurance (e.g., computer implemented system or method for writing insurance policy, processing insurance claim, etc.)705/35Finance (e.g., banking, investment or credit)ExaminersPrimary: MacDonald, Allen R.Assistant: Myhre, James W. Attorney, Agent or FirmInternational ClassesG06F 017/60G06F 019/00 AbstractA digital computer produces data corresponding to results of different financial plans. Contribution data corresponding to contributions to an account created under the plan are entered into the digital computer. The digital computer produces data representing after tax cost of interest for cash value loan amounts corresponding to cumulative cash values of an insurance contract issued based on the contribution. Then, the digital computer outputs data representing investment income derived from the cash value loan amounts less after tax cost of interest to a display device.Other References
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