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Interactive system and methods for insurance-related activities

  • US 20100004957A1
  • Filed: 02/27/2009
  • Published: 01/07/2010
  • Est. Priority Date: 01/27/2006
  • Status: Abandoned Application
First Claim
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1. A method of providing an interactive retirement tool on a platform, comprising:

  • receiving personal data of a client for computing a personal financial condition for the client'"'"'s family at a death of the client;

    receiving business data of a business for computing a business financial condition of the business at the death of the client;

    modifying an assumption of the business financial condition; and

    providing a selection mechanism, which when selected displays a representation of a personal death benefit to the client and a representation of a business death benefit to the business, based on the modified assumption, wherein the personal financial condition and the business financial condition change in relation to a change in the personal death benefit and the business death benefit.

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