The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jan. 08, 2013

Filed:

Aug. 09, 2010
Applicants:

Stephen R. Wolfrath, Eagan, MN (US);

Tamara L. Pollock, Coon Rapids, MN (US);

Gumer Cruz Alvero, Edina, MN (US);

Douglas Dunning, Apple Valley, MN (US);

Sara Janz, Minneapolis, MN (US);

Lynn Murphy Abbott, Minneapolis, MN (US);

Joseph P. Heckel, Shoreview, MN (US);

Debra Miller Ekberg, Champlin, MN (US);

Inventors:

Stephen R. Wolfrath, Eagan, MN (US);

Tamara L. Pollock, Coon Rapids, MN (US);

Gumer Cruz Alvero, Edina, MN (US);

Douglas Dunning, Apple Valley, MN (US);

Sara Janz, Minneapolis, MN (US);

Lynn Murphy Abbott, Minneapolis, MN (US);

Joseph P. Heckel, Shoreview, MN (US);

Debra Miller Ekberg, Champlin, MN (US);

Assignee:

Ameriprise Financial, Inc., Minneapolis, MN (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
Abstract

A method includes receiving market data associated with an investment product that specifies a first guaranteed annual withdrawal amount and a second guaranteed annual withdrawal amount, where the first guaranteed annual withdrawal amount is greater than the second guaranteed annual withdrawal amount. The method includes automatically selecting a guaranteed annual withdrawal amount from the first guaranteed annual withdrawal amount and the second guaranteed annual withdrawal amount based on at least an evaluation of the market data.


Find Patent Forward Citations

Wolfrath, Stephen. (2013). Automatic income adjustment (U.S. Patent No. 8352294). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/8352294

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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