METHOD AND APPARATUS THAT PROCESSES FINANCIAL DATA RELATING TO WEALTH ACCUMULATION PLANS

Patent №

US 5,991,744

Granted

1999-11-23

Filed 1997

Owner

GARY P. DICRESCE & ASSOCIATES

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

08962457

A digital computer produces data corresponding to results of different financial plans. Contribution data corresponding to contributions to an account created under the plan are entered into the digital computer. The digital computer produces data representing after tax cost of interest for cash value loan amounts corresponding to cumulative cash values of an insurance contract issued based on the contribution. Then, the digital computer outputs data representing investment income derived from the cash value loan amounts less after tax cost of interest to a display device.

PlanningG06Q 40/02G06Q 40/00G06Q 40/06G06Q 40/08G06Q 40/10

AI classification

Planning0.74
Vision0.10
Knowledge representation0.05
Evolutionary computation0.02
Machine learning0.01
Natural language0.00
AI hardware0.00
Speech0.00

Ownership

GARY P. DICRESCE & ASSOCIATES

assignment · 91360834

Assignors

DICRESCE, GARY P.

On an employer assignment, the assignors are typically the inventors.

© 2026 NYSGPT2525 LLC