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1. 发明授权

US08930253B1 Interactive systems and methods for estate planning related activities 有权
标题翻译：与物业规划有关的活动的互动系统和方法
公开(公告)号：US08930253B1
公开(公告)日：2015-01-06
申请号：US12771795
申请日：2010-04-30
申请人： Robert Ball
发明人： Robert Ball
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/08 , G06Q40/10
摘要： Systems and methods for performing insurance related activities are provided. Software can be implemented to provide a (optionally networked) application that includes an interactive interface for use by insurance professionals in managing clients. Personal data can be received for computing a client's financial condition. Business data of the client can be received for computing a business financial condition of the business at the death of the client. An assumption of the business financial condition, including levels of business owned life insurance can be modified. A selection mechanism can also be provided, which when selected displays a representation of a death benefits to the client and to the business, based on the modified assumption. The personal financial and business financial condition can change in relation to a change in the personal death and business death benefit as the assumptions are interactively modified, thereby showing the benefit of business owned life insurance.
摘要翻译：提供执行保险相关活动的制度和方法。可以实施软件来提供（可选联网的）应用程序，其中包括一个交互式界面供保险专业人员用于管理客户端。可以接收个人资料来计算客户的财务状况。可以收到客户的业务数据，用于计算客户死亡时业务的业务财务状况。假设企业财务状况，包括企业所有人寿保险水平可以修改。还可以提供选择机制，当选择时，基于修改的假设，显示对客户和业务的死亡福利的表示。个人财务状况和商业财务状况可以随着个人死亡和商业死亡抚恤金的变化而变化，因为假设是交互式修改的，从而显示了企业所有人寿保险的利益。

2. 发明授权

US07853497B2 System for and method of variable annuity contract administration 有权
标题翻译：可变年金合同管理制度和方法
公开(公告)号：US07853497B2
公开(公告)日：2010-12-14
申请号：US11202243
申请日：2005-08-12
申请人： Charles G. Fisher , Bruce C. Long , Donald P. Sullivan, Jr.
发明人： Charles G. Fisher , Bruce C. Long , Donald P. Sullivan, Jr.
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/08 , G06Q40/10
摘要： A system for and method of variable annuity contract administration is provided. Each variable annuity contract includes a bonus investment credit percentage, withdrawal charge percentages less than or equal to the bonus investment credit percentage in all contract years, and level asset-based compensation to distributors. In accordance with the invention, data relating to variable annuity contracts are stored in a memory means. A processing means is configured to read and manipulate the stored data to administer the variable annuity contracts from issuance to payout.
摘要翻译：提供了可变年金合同管理的制度和方法。每个可变年金合同包括奖金投资信用比例，提取费用百分比小于或等于所有合同年度的奖金投资信用百分比，以及向分销商提供的基于资产的补偿。根据本发明，与可变年金合同相关的数据被存储在存储装置中。处理装置被配置为读取和操纵存储的数据以管理从发行到支付的可变年金合同。

3. 发明授权

US07664700B1 System for and method of individual annuity payout administration 有权
标题翻译：个人年金支付管理制度和方法
公开(公告)号：US07664700B1
公开(公告)日：2010-02-16
申请号：US10054192
申请日：2002-01-22
申请人： Charles Gordon Fisher, III
发明人： Charles Gordon Fisher, III
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/10
摘要： A system for and method of administering payouts under an individual annuity contract is provided. In accordance with one embodiment of the present invention, a computer system is provided which includes a memory for storing individual annuity contract data relating to a individual annuity contract which provides the contract owner with the option to withdraw principal from the annuity during the payout phase, and a processor programmed to process and issue principal payouts as selected by the annuitant.
摘要翻译：提供了根据个人年金合同管理支付的制度和方法。根据本发明的一个实施例，提供了一种计算机系统，其包括用于存储与个人年金合同相关的个人年金合同数据的存储器，其提供合同所有者在支付阶段期间从年金中提取本金的选项，以及一个处理器，用于处理和发行由年金选择的主要付款。

4. 发明授权

US08185463B1 Interactive systems and methods for insurance-related activities 有权
标题翻译：保险相关活动的互动系统和方法
公开(公告)号：US08185463B1
公开(公告)日：2012-05-22
申请号：US12113087
申请日：2008-04-30
申请人： Robert Ball
发明人： Robert Ball
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06F19/00 , G06Q40/025 , G06Q40/06 , G06Q40/08 , G06Q50/22
摘要： Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. For example, a network application can be implemented that a user can access via a web browser and which is intuitive for quick comprehension and interaction by users. The application can include multiple layers directed to particular stages of the insurance-client relationship. The application can include a Workflow Wizard® to aid the user in managing and maintaining client information and tracking progress. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state. Interactive tools for evaluating a customer's financial condition during retirement and how life insurance affects a customer's financial condition are also provided.
摘要翻译：提供执行保险相关活动的制度和方法。可以实施软件来提供包括互动界面的应用程序，供保险专业人员用于管理客户端，营销保险和存储信息。例如，可以实现网络应用程序，用户可以通过网络浏览器进行访问，并且直观的用户可以快速理解和交互。应用程序可以包括针对保险 - 客户关系的特定阶段的多个层。该应用程序可以包括一个工作流程向导®，以帮助用户管理和维护客户信息并跟踪进度。汇总服务也可纳入申请。可以纳入互动的保险和客户特定的显示页面，以帮助了解客户当前的保险信息并生成演示文稿。可以实施“价值”计算器来说明客户当前的保护水平与客户当前的财务状态的比较。还提供了用于评估退休期间客户财务状况和人寿保险如何影响客户财务状况的互动工具。

5. 发明授权

US08010433B1 System for and method of individual annuity payout administration 有权
标题翻译：个人年金支付管理制度和方法
公开(公告)号：US08010433B1
公开(公告)日：2011-08-30
申请号：US12705022
申请日：2010-02-12
申请人： Charles Gordon Fisher, III
发明人： Charles Gordon Fisher, III
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/10
摘要： A system for and method of administering payouts under an individual annuity contract is provided. In accordance with one embodiment of the present invention, a computer system is provided which includes a memory for storing individual annuity contract data relating to a individual annuity contract which provides the contract owner with the option to withdraw principal from the annuity during the payout phase, and a processor programmed to process and issue principal payouts as selected by the annuitant.
摘要翻译：提供了根据个人年金合同管理支付的制度和方法。根据本发明的一个实施例，提供了一种计算机系统，其包括用于存储与个人年金合同相关的个人年金合同数据的存储器，其提供合同所有者在支付阶段期间从年金中提取本金的选项，以及一个处理器，用于处理和发行由年金选择的主要付款。

6. 发明授权

US08073714B1 Interactive systems and methods for insurance-related activities 有权
标题翻译：保险相关活动的互动系统和方法
公开(公告)号：US08073714B1
公开(公告)日：2011-12-06
申请号：US11510537
申请日：2006-08-25
申请人： Robert Ball
发明人： Robert Ball
IPC分类号： G06Q40/00
CPC分类号： G06Q10/10 , G06Q40/00 , G06Q40/06 , G06Q40/08
摘要： Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. For example, a network application can be implemented that a user can access via a web browser and which is intuitive for quick comprehension and interaction by users. The application can include multiple layers directed to particular stages of the insurance-client relationship. The application can include a workflow wizard to aid the user in managing and maintaining client information and tracking progress. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state.
摘要翻译：提供执行保险相关活动的制度和方法。可以实施软件来提供包括互动界面的应用程序，供保险专业人员用于管理客户端，营销保险和存储信息。例如，可以实现网络应用程序，用户可以通过网络浏览器进行访问，并且直观的用户可以快速理解和交互。应用程序可以包括针对保险 - 客户关系的特定阶段的多个层。该应用程序可以包括工作流向导，以帮助用户管理和维护客户信息并跟踪进度。汇总服务也可纳入申请。可以纳入互动的保险和客户特定的显示页面，以帮助了解客户当前的保险信息并生成演示文稿。可以实施“价值”计算器来说明客户当前的保护水平与客户当前的财务状态的比较。

7. 发明授权

US07016871B1 System for and method of variable annuity contract administration 失效
公开(公告)号：US07016871B1
公开(公告)日：2006-03-21
申请号：US09625048
申请日：2000-07-25
申请人： Charles G. Fisher , Bruce C. Long , Donald P. Sullivan, Jr.
发明人： Charles G. Fisher , Bruce C. Long , Donald P. Sullivan, Jr.
IPC分类号： G06F17/60
CPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/08 , G06Q40/10
摘要： A system for and method of variable annuity contract administration is provided. Each variable annuity contract includes a bonus investment credit percentage, withdrawal charge percentages less than or equal to the bonus investment credit percentage in all contract years, and level asset-based compensation to distributors. In accordance with the invention, data relating to variable annuity contracts are stored in a memory means. A processing means is configured to read and manipulate the stored data to administer the variable annuity contracts from issuance to payout.

8. 外观设计

USD768157S1 Computer screen with a graphical user interface for a financial system 有权
标题翻译：具有用于金融系统的图形用户界面的计算机屏幕
公开(公告)号：USD768157S1
公开(公告)日：2016-10-04
申请号：US29283341
申请日：2007-08-10
申请人： Robert Ball
设计人： Robert Ball

9. 发明授权

US08930228B1 Interactive systems and methods for insurance-related activities 有权
标题翻译：保险相关活动的互动系统和方法
公开(公告)号：US08930228B1
公开(公告)日：2015-01-06
申请号：US13476372
申请日：2012-05-21
申请人： Robert Ball
发明人： Robert Ball
IPC分类号： G06Q40/00 , G06Q50/22
CPC分类号： G06Q40/00 , G06F19/00 , G06Q40/025 , G06Q40/06 , G06Q40/08 , G06Q50/22
摘要： Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. The application can include multiple layers directed to particular stages of the insurance-client relationship. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state. Interactive tools for evaluating a customer's financial condition during retirement and how life insurance affects a customer's financial condition are also provided.
摘要翻译：提供执行保险相关活动的制度和方法。可以实施软件来提供包括互动界面的应用程序，供保险专业人员用于管理客户端，营销保险和存储信息。应用程序可以包括针对保险 - 客户关系的特定阶段的多个层。汇总服务也可纳入申请。可以纳入互动的保险和客户特定的显示页面，以帮助了解客户当前的保险信息并生成演示文稿。可以实施“价值”计算器来说明客户当前的保护水平与客户当前的财务状态的比较。还提供了用于评估退休期间客户财务状况和人寿保险如何影响客户财务状况的互动工具。

10. 发明申请

US20060111998A1 System for and method of variable annuity contract administration 有权
标题翻译：可变年金合同管理制度和方法
公开(公告)号：US20060111998A1
公开(公告)日：2006-05-25
申请号：US11202243
申请日：2005-08-12
申请人： Charles Fisher , Bruce Long , Donald Sullivan
发明人： Charles Fisher , Bruce Long , Donald Sullivan
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/08 , G06Q40/10
摘要： A system for and method of variable annuity contract administration is provided. Each variable annuity contract includes a bonus investment credit percentage, withdrawal charge percentages less than or equal to the bonus investment credit percentage in all contract years, and level asset-based compensation to distributors. In accordance with the invention, data relating to variable annuity contracts are stored in a memory means. A processing means is configured to read and manipulate the stored data to administer the variable annuity contracts from issuance to payout.
摘要翻译：提供了可变年金合同管理的制度和方法。每个可变年金合同包括奖金投资信用比例，提取费用百分比小于或等于所有合同年度的奖金投资信用百分比，以及向分销商提供的基于资产的补偿。根据本发明，与可变年金合同相关的数据被存储在存储装置中。处理装置被配置为读取和操纵存储的数据以管理从发行到支付的可变年金合同。

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