Patents Assigned to Axa Equitable Life Insurance Company
  • SYSTEM AND METHOD FOR PROVIDING A MARKET-BACKED ANNUITY WITH VARIABLE SEGMENT TERMS AND AUTOMATIC ROLLOVER
    Publication number: 20150019457
    Abstract: The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downside protection, specify an underlying market index, and choose an amount of investment capital. By providing flexibility, the current invention increases the security and performance of market-backed annuity products.
    Type: Application
    Filed: December 12, 2013
    Publication date: January 15, 2015
    Applicant: AXA EQUITABLE LIFE INSURANCE COMPANY
    Inventors: Chad Chuang, Adam Stoltz
  • System and method for providing a market-backed annuity with variable segment terms and automatic rollover
    Patent number: 8645261
    Abstract: The present invention provides a method and system for providing a market-backed annuity allowing for client-selected segment terms and automatic rollover. The method and system includes techniques for allowing an investor to specify a segment maturity date, specify a percentage of upside and downside protection, specify an underlying market index, and choose an amount of investment capital. By providing flexibility, the current invention increases the security and performance of market-backed annuity products.
    Type: Grant
    Filed: September 21, 2011
    Date of Patent: February 4, 2014
    Assignee: Axa Equitable Life Insurance Company
    Inventors: Chad Chuang, Adam Stolz