US Patent Classification 705/36T
US Patent Grant and US PreGrant Publication documents classified in US Patent Classification 705/36T
| US Patent Number | Patent Publication Title | Assignment Information |
|---|---|---|
| 7031937 | Method & apparat for tax efficient investment management |
Marshall & Ilsley
Corporation
|
|
7016871
|
System & method of variable
annuity contract administration
|
Guardian Life Insurance Company of
America
|
|
6963852
|
System & method for creating a
defined benefit pension plan funded with a variable
life insurance policy and/or a variable annuity
policy
|
Not listed
|
|
6832209
|
Method & apparat for tax
efficient investment in both long and short
positions
|
Not listed
|
|
6772128
|
Nuclear decommissioning insurance
financial product and method
|
Not listed
|
|
6766303
|
Method for hedging one or more
liabilities associated with a compensation plan
|
Goldman Sachs & Co
|
|
6687681
|
Method & appart for tax
effcient investment management
|
Marshall & Ilsley
Corporation
|
|
6684189
|
Apparat & method in
frontend network gateways and search criteria for
efficient quoting at a remote location
|
Ryan Evalulife Systems
|
|
6625582
|
Method & system for converting
a designated portion of future social security and
other retirement payments to current benefits
|
Richman/Singer Venture
|
|
6611808
|
Method and apparat for
determining additional benefits and costs for an
annuity contract
|
Legacy Marketing Group
|
|
6609111
|
Method and apparat for
modeling and executing deferred award instrument
plan
|
Not listed
|
|
6609111
|
Method & apparat for
modeling and executing deferred award instrument
plan
|
Not listed
|
|
6578016
|
Tax advantaged transaction
structure (TATS) and method
|
Not listed
|
|
6567790
|
Establishing & managing grantor
retained annuity tr ts funded by nonqualified stock
options
|
Wealth Transfer Group, L.L.C.
|
|
6516303
|
Method, system &
appart for manging taxable events within a
portfolio
|
FOLIOfn, Inc.
|
|
6473737
|
System, method &
apparat for providing an executive compensation
system
|
Not listed
|
|
6470321
|
Financial protection method for
investors, share holders, involves determining premium
charge that is greater than primary insurance and equal
to or less than maximum coverage level of insurance
|
Forthcoming, LLP
|
|
6415270
|
Multiple auction coordination
method and system
|
Ominhub, Inc.
|
|
6411939
|
Computer aided method, machine,
& products produced thereby, for ill trating a
replacement of a benefit plan that is viable at one
location but not viable at the location of the
replacement
|
Offshore Benefits
|
|
6343272
|
System for analyzing & managing
equity participation life insurance & annuity
contracts
|
FDI/Genesis
|
|
6304859
|
System & method for premium
optimization and loan monitoring
|
Evergreen Group, Inc.
|
|
6298333
|
e tax optimization process &
system
|
Transport International Pool,
Inc.
|
|
6292788
|
Methods & investment
instruments for performing tax deferred real estate
exchanges
|
American Master Lease, L.C.C.
|
|
6235176
|
Computer apparat and method
for defined contribution & profit sharing pension
& disability plan
|
MB Schoen & Associates
|
|
6161098
|
Method & apart for
enabling small investors with a portfolio of securities
to manage taxable events within the portfolio
|
Folio (FN), Inc.
|
|
6161096
|
Method & appart for
modeling & executing deferred award investment
plan
|
Not listed
|
|
6115697
|
Computerized sytems and method for
optimizing after tax proceeds
|
Dynamic Research Group
|
|
6108641
|
Integrated nested account financial
system with medical savings subaccount
|
Merrill Lynch, Pierce, Fenner &
Smith
|
|
6064983
|
System for performing tax
computations
|
Koehler Consulting
|
|
6058376
|
Process for evaluating the
financial consequences of converting a standard form
I.R.A. to the roth form I.R.A.
|
Not listed
|
|
6044352
|
Method & system for processing
& recording the transactions in a medical savings
fund account
|
Not listed
|
|
6041304
|
System & method for controlling
the cash value growth of an insurance policy
|
Meyer-Chatfield, Inc.
|
|
5991744
|
Method & apparat that
processes financial data relating to wealth
accumulation plans.
|
Gary P. DiCresce &
Associates
|
|
5966693
|
Method for combining loan with key
employee life insurance
|
Money Accumulation Programs,
Inc.
|
|
5911135
|
System for managing financial
accounts by a priority allocation of funds among
accounts
|
Proprietary Financial Products,
Inc.
|
|
5907828
|
System & method for
implementing & adminstering lender owned credit
life insurance policies
|
Not listed
|
|
5903879
|
Method of managing a loan for
funding a pension
|
Not listed
|
|
5819230
|
System and method for tracking and
funding asset purchase and insurance policy
|
HomeVest Financial Group,
Inc.
|
|
5806042
|
System for desiging &
implementing bank owned life insurance (BOLI) with a
reinsurance option
|
Not listed
|
|
5802500
|
System & method for computing a
financial projection of a prefunding program for other
postretirement employee benefits under FASB statement
106.
|
Evergreen Group, Inc.
|
|
5752236
|
Life insurance method, and
system
|
Not listed
|
|
5590037
|
Digital computer system and methods
for computing a financial projection and an ill tration
of a prefunding program for an employee benefit
|
Evergreen Group, Inc.
|
|
5136502
|
System for funding, analyzing &
managing health care liabilities
|
Not listed
|
|
US PreGrant Pub
|
Patent Publication Title
|
Assignment Information
|
|---|---|---|
|
20060080148
|
System and method for creating a
retirement plan funded with a variable life insurance
policy and/or a variable annuity policy
|
Not listed
|
|
20060080147
|
Method of purchasing a product to
avoid adverse selection
|
Not listed
|
|
20060064367
|
Systems & methods for insuring
intellectual property holding companies
|
Not listed
|
|
20060064332
|
Health cost calculator/flexible
spending account calculator
|
Not listed
|
|
20060026086
|
Industry specific business and tax
management system
|
Not listed
|
|
20060026085
|
Investment structure for tax-exempt
and tax deferred investors
|
Not listed
|
|
20060015426
|
Risk shifting method for
investments in wind power generation
|
Not listed
|
|
20050717820
|
Process for creating a financial
plan for creating a financial plan for funding of
college education
|
Not listed
|
|
20050289036
|
Method for securitizing retail
lease assets
|
Not listed
|
|
20050256791
|
System & method for
administering charitable funds through affiliations of
professionals
|
Not listed
|
|
20050234747
|
System for funding, analyzing &
managing life insurance polices funded with
annuities
|
Not listed
|
|
20050209959
|
Financial regime switching vector
auto regression
|
Not listed
|
|
20050137967
|
Equity based incentive compensation
plan computer system
|
Not listed
|
|
20050137913
|
System & method for insuring
against tax liabilities
|
Not listed
|
|
20050131798
|
Method and system for administering
the hedging of an employee deferred compensation
plan ing swaps
|
Not listed
|
|
20050119962
|
Method and sytem for securitizing
contracts valued on an Index
|
Not listed
|
|
20050114249
|
Method by which an individual can
manage his own selected assets, receive the benefits
from the selected assets and protect the selected
assets from claimants.
|
Not listed
|
|
20050086156
|
Computer system for managing
fluctuating cash flows
|
Not listed
|
|
20050060209
|
Method and system for insuring
longer than expected lifetime.
|
Not listed
|
|
200500275551
|
System & method for enabling
self employed people to work like hired employees in a
united company while keeping autonomy & generating
additional wages
|
Not listed
|
|
20050010481
|
Systems and methods for improving
liquidity and distribution network for illiquid
items.
|
Not listed
|
|
20040243499
|
Method and system for providing
enhanced stable value
|
Not listed
|
|
20040243451
|
Shareholder owned life insurance
system & method.
|
Not listed
|
|
20040230505
|
Method and system for managing a
non qualified deferred compensation program ing
hedging
|
Not listed
|
|
20040225536
|
Superstructure pool computer
system
|
Not listed
|
|
20040210503
|
Method for Hedging one or more
liabilities associated with a deferred compensation
plan
|
Not listed
|
|
20040199446
|
Financing the donation of life
insurance proceeds
|
Not listed
|
|
20040181436
|
Method and system of charitable
fundraising and socially responsible investment
involving life insurance products
|
Not listed
|
|
20040177022
|
Methods for issuing, distributing,
managing and redeeming investment instruments providing
securitized annuity.
|
Not listed
|
|
20040172304
|
Apparat & method for
providing insurance products, services and/or coverage
for leased entities
|
Not listed
|
|
20040167812
|
Counterparty arrangement and method
for e in hedging and financial derivative
transactions
|
Not listed
|
|
20040148202
|
Life insurance continuation
plan
|
Not listed
|
|
20040117288
|
Method for providing default
protection in connection with a deferred compensation
liability
|
Not listed
|
|
20040088201
|
Nuclear decommissioning insurance
financial product and method
|
Not listed
|
|
20040059609
|
System & methods for tracking
the relative interests of the parties to an insurance
policy
|
Not listed
|
|
20040019506
|
Method & system for generating
endowment for a tax exempt organization
|
Not listed
|
|
20030204462
|
||
|
20030182147
|
Web based processing system for non
qualified benefits record keeping
|
Not listed
|
|
20030144947
|
Electronic bartering system with
facilitating tools
|
Not listed
|
|
20030139992
|
Method of creating financial
structure for delivering a tax favored financial
position
|
Not listed
|
|
20030139987
|
Method of creating financial
structure for delivering a tax favored financial
position
|
Not listed
|
|
20030120518
|
Method for providing an insured
result for section 1031 exchanges
|
Not listed
|
|
20030110061
|
Simplified variable life
insurance
|
Not listed
|
|
20030105652
|
System, method & computer
program product for managing an investment to increase
the after tax death benefit of the investment
|
Not listed
|
|
20030093354
|
Method for hedging one or more
liabilities associated with a deferred compensation
plan and for recordkeeping information of such a
hedge.
|
Not listed
|
|
20030083972
|
Methods for issuing, distributing,
managing and redeeming investment instruments providing
securitized annuity options
|
Not listed
|
|
20030033172
|
Method & system for converting
an annuity fund to a life insurance policy
|
Not listed
|
|
20030033171
|
Nuclear decommissioning insurance
financial product and method
|
Not listed
|
|
20030014351
|
Electronic Mail Apparat
|
Not listed
|
|
20020194136
|
Hedging employee stock
options
|
Not listed
|
|
20020174044
|
Method for Hedging one or more
liabilities associated with a deferred compensation
plan
|
Not listed
|
|
20020165740
|
Investment style life insurance
product that allows consumer to control & replace
individual policy components
|
Not listed
|
|
20020147617
|
Health cost calculator/flexible
spending account calculator
|
Not listed
|
|
20020143682
|
Method of ascertaining an efficient
frontier for tax sensitive investors
|
Not listed
|
|
20020087365
|
System for funding, analyzing &
managing life insurance policies funded with
annuities
|
Not listed
|
|
20020059127
|
Method & system for tax
efficient tax management
|
Not listed
|
|
20020035533
|
System & method for processing
like kind exchange transactions.
|
Not listed
|
|
20020013750
|
Methods and investment instruments
for performing tax deferred real estate
exchanges.
|
Not listed
|
|
20020004771
|
Employee deferred income system
& method
|
Not listed
|
|
20010049612
|
Survivor's benefit plan
|
Not listed
|
|
20010011223
|
System, method &
apparat for providing an executive compensation
system
|
Not listed
|
