专利名称:SYSTEM AND METHOD FOR PROCESSING
DATA RELATED TO FIXED ANNUITIESHAVING PRICE INDEX BASED INTERESTCREDITING
发明人:Brian J.J. Wilson,Glenn J. Gazdik,Xiaobo Zhou申请号:US13455939申请日:20120425
公开号:US20130290155A1公开日:20131031
专利附图:
摘要:A computer system for processing data related to fixed annuities includes: one
or more data storage devices storing data associated with fixed annuities and indicative ofaccount values, a time period for crediting of interest; and a crediting method includingfor each of the fixed annuities one of at least an equity index based crediting method anda price index based crediting method; and an annuity administration hardware serverconfigured to: receive price index value data, determine a price index crediting rate foreach of the fixed annuities having a price index based crediting method based on thereceived price index value data, a threshold value of the price index, a participation rate,and the guaranteed rate; and calculate updated account values using the price indexcrediting rate and the account values;
申请人:Brian J.J. Wilson,Glenn J. Gazdik,Xiaobo Zhou
地址:Ellington CT US,Suffield CT US,Simsbury CT US
国籍:US,US,US
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