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COMPUTER IMPLEMENTED RISK AND INSURANCE NEEDS ASSESSMENT SYSTEM AND METHODS

  • US 20110307277A1
  • Filed: 06/09/2010
  • Published: 12/15/2011
  • Est. Priority Date: 06/09/2010
  • Status: Active Application
First Claim
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1. A computer-implemented method for assessing and recommending life insurance, the method comprising:

  • presenting a series of inquires selectively arranged to facilitate information collection regarding client needs in the form of one or more prompts related to life insurance;

    receiving, in a computer, a series of responses to the inquires wherein said responses to said prompts provides a risk profile for said client based on one or more financial commitments of said client;

    computing, with a computer processor, one or more needs assessment values based on the received responses; and

    recommending one or more life insurance packages based on said one or more needs assessment values.

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