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