Patent ID: 8688556
Filing Date: 2014-04-01
Classification: G06Q

Abstract:
1. A method comprising: generating, at a computing device, a first interactive graphical user interface (GUI) that identifies one or more guaranteed income options to fund essential retirement expenses; receiving, at the computing device, a selection of a guaranteed income option via the first interactive GUI; generating a second interactive GUI that identifies one or more investment options to fund lifestyle retirement expenses; receiving a selection of an investment option via the second interactive GUI; generating a third interactive GUI that identifies one or more unexpected liability coverage options; receiving a selection of an unexpected liability coverage option via the third interactive GUI; generating a fourth interactive GUI that identifies one or more legacy planning options, wherein the one or more legacy planning options include an option to create tax-free assets upon death; receiving a selection of a legacy planning option via the fourth interactive GUI; and generating a retirement plan that identifies the selected guaranteed income option, the selected investment option, the selected unexpected liability coverage option, and the selected legacy planning option.