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专利概况
专利名称 SYSTEM AND METHOD FOR FACILITATING BUSINESS & INSURANCE AND/OR ESTATE PLANNING
申请号 US12546919 申请日
公开(公告)号 US20100138359A1 公开(公告)日
申请(专利权)人 ALTER DAVID R 发明人 David R Alter
专利来源 国家知识产权局 转化方式
摘要

A tangible computer-readable medium having stored thereon, computer-executable instructions that, if executed by a system, cause the system to perform a method including : receiving information indicative of a plurality of financial related plans; receiving information indicative of a plurality of future events; and presenting a visual matrix including additional information about each of the plurality of financial plans, based at least in part upon a product of a probability of at least one of the plurality of future events occurring and a return of each of the financial related plans if the at least one of the future events occurs.

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