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Method of automating the process of purchasing and managing annuities

  • US 20020133440A1
  • Filed: 03/12/2002
  • Published: 09/19/2002
  • Est. Priority Date: 03/13/2001
  • Status: Abandoned Application
First Claim
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1. An automatic method for purchasing and managing annuities comprising:

  • a) A first computer system, configured to accept the entry of annuity creation or maintenance data, through a graphical user interface;

    b) A second computer system, in communication with said first computer system, wherein said second computer system conducts, through said graphical user interface on said first computer system, an interview process requesting only pre-selected data to be processed based on a variety of factors, including annuity type, solicitation state, and plan type being created or managed, as selected on said first computer system;

    c) A third computer system, in communication with said second communication system, which is operated by annuity processing financial institutions;

    d) Wherein said second computer system, through said a graphical interface on said first computer system, prescreens annuity data for errors or omissions and then forwards said prescreened data to said third computer system; and

    , e) wherein said second computer system then receives processed data from said third computer system and formats said processed data and forwards said formatted and processed data to said graphical user interface of said first computer system.

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