Goods & Services

(1) Banking services; brokerage, distribution and investment services relating to investment funds and mutual funds; capital investment; capital management; consultancy in the field of insurance benefits, group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; credit card services; finance services for real estate development; financial administration of annuity services; financial administration of employee pension plans; financial administration of investment funds; financial administration of investment savings plans; financial administration of life income funds and life income retirement funds; financial administration of pension fund services; financial administration of retirement fund services; financial administration of retirement plans; financial administration of retirement savings plans; financial administration of savings bonds; financial administration of stock option and pension valuation services; financial advice relating to pension planning; financial investment brokerage; financial investment in the field of securities; financial investment services in the fields of mutual funds; financial investments in the field of commodities; financial management; financial management of employee pension plans; financial management of insurance claims; financial management of retirement accounts; financial placement of private equity funds for others; financial planning and financial management services; financial planning services for retirement; group savings plan brokerage; health insurance services; hedge fund investment services; investment advisory and investment management services; investment banking services; leasing of real estate; life insurance brokerage; life insurance services; management of investment funds; mortgage services; pension fund management; pension insurance services; pension valuation services; pensions brokerage; pooled fund management; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; provision of financial services, namely, registered retirement savings plan services; real estate financing services; real estate insurance services; real estate investment services; real estate management services; registered retirement savings plans; reinsurance services; retirement investment planning and advisory services; savings account services; savings and loan services; securities dealer services; securities investment services; segregated fund management; wealth management services

Goods & Services

Downloadable podcasts in the field of personal finance, financial wellness, investments, insurance and health and wellness Entertainment services, namely, providing podcasts in the field of personal finance, financial wellness, investments, and insurance; educational services, namely, providing podcasts in the field of investments, and insurance and health and wellness

Goods & Services

Insurance services, namely, issuing, administering, and underwriting life insurance; insurance underwriting and insurance administration services for life insurance programs that include a wellness program Provision of health and wellness education, namely, providing classes and instruction in the field of longevity, health and wellness to people of all ages; Education services, namely, providing on-line courses in the field of longevity, health and wellness; Educational services, namely, conducting programs in the field of longevity, health and wellness

Goods & Services

Insurance services, namely, issuing, administering, and underwriting life insurance; insurance underwriting and insurance administration services for life insurance programs that include a wellness program

Goods & Services

Insurance services, namely, issuing, administering, and underwriting life insurance; insurance underwriting and insurance administration services for life insurance programs that include a wellness program

Goods & Services

Insurance services, namely, issuing, administering, and underwriting life insurance; insurance underwriting and insurance administration services for life insurance programs that include a wellness program

Goods & Services

Providing marketing information to financial professionals in the field of investment and retirement planning; preparing merchandising materials for financial professionals in the field of investment and retirement planning Financial administration of retirement plans and recordkeeping in connection therewith; financial management of retirement plans; administration of employee benefit plans concerning finance; financial consultation, namely, providing consultation to employers in the administration of employee benefit plans concerning finance; providing information in the fields of financial planning, financial planning for retirement, and investment

Goods & Services

Downloadable podcasts in the field of personal finance, financial wellness, and investments Entertainment services, namely, providing podcasts in the field of personal finance, financial wellness, and investments; educational services, namely, providing podcasts in the field of personal finance, financial wellness, and investments

Goods & Services

Downloadable podcasts in the field of personal finance, financial wellness, investments, and insurance Entertainment services, namely, providing podcasts in the field of personal finance, financial wellness, investments, and insurance; educational services, namely, providing podcasts in the field of personal finance, financial wellness, investments, and insurance

Goods & Services

Administration of employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; underwriting, and administration of vision, dental, long-term care, long-term and short-term disability, accidental death and dismemberment, automobile, home, accident, critical illness, and hospital insurance; insurance claims administration

Goods & Services

Insurance services, namely, issuing, administering, and underwriting life insurance; insurance underwriting and insurance administration services for life insurance programs that include a wellness program

Goods & Services

Financial consultation services; investment advisory services; investment management services; investment of funds for others; financial planning for retirement; financial retirement plan consulting services; financial planning, namely, providing assistance to others in planning for retirement and in the management of employee benefits; providing information in the fields of financial planning, financial planning for retirement, and investment

Goods & Services

Administration of employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; underwriting, and administration of vision, dental, long-term care, long-term and short-term disability, accidental death and dismemberment, automobile, home, accident, critical illness, and hospital insurance; insurance claims administration

Goods & Services

Providing a website featuring on-line non-downloadable software tools in the nature of programs for assessing an individual's values relating to corporate social impact and providing tailored advice for investment strategies to match those values

Goods & Services

Promoting the sporting events and athletic competitions of others; promotional sponsoring of athletic contests and events. Insurance and financial services, namely, underwriting and administration of life, health, accident, group, annuity, pension, retirement, endowment and long-term care insurance; insurance brokerage services; insurance claims processing services; financial consultation services; investment advisory services; investment of funds for others; investment management services; securities broker-dealer services; financial planning; financial planning for retirement; fiduciary services, namely fiduciary representative services; financial management of employee benefit plans concerning insurance and finance; financial consultation, namely, providing consultation to employers in the administration of employee benefit plans; providing financial information; providing financial information via a website; charitable services, namely granting funds to schools; providing financial support for educational, physical and spiritual training programs for children and young adults; providing financial support to primary schools in connection with essay contests in the field of politics; providing financial support in connection with history tours for primary school students; providing financial support for summer camps; providing financial support for parenting education workshops; providing financial support for parents for the purpose of facilitating educational and economic opportunities; providing financial support for the artistic and cultural events of others; administration of insurance proceeds, namely, insurance claims processing; financial sponsoring of athletic contests and events. Educational services, namely, providing classes, workshops, seminars, and courses of instruction in the fields of financial services, business, insurance, and health and fitness; providing vocational education, internships and apprenticeships in the fields of business, financial services, information technology and leadership development; providing courses of instruction and clinics in running, fitness and sports; conducting educational arts programs for teenagers; and distributing course materials in connection with the foregoing.

Goods & Services

Promoting the sporting events and athletic competitions of others. Insurance and financial services, namely, underwriting and ongoing financial management of life, health, accident, group, annuity, pension, retirement, endowment and long-term care insurance; insurance brokerage services; insurance claims processing services; administration of insurance proceeds, namely, insurance claims processing; financial consultation services; investment advisory services; investment of funds for others; investment management services; securities broker-dealer services; financial planning; financial planning for retirement; fiduciary services, namely fiduciary representative services; financial administration of employee benefit plans concerning insurance and finance; financial consultation, namely, providing consultation to employers in the administration of employee benefit plans; providing financial information; providing financial information via a website; charitable services, namely granting funds to schools; providing financial support for educational, physical and spiritual training programs for children and young adults; providing financial support to primary schools in connection with essay contests in the field of politics; providing financial support in connection with history tours for primary school students; providing financial support for summer camps; providing financial support for parenting education workshops; providing financial support for parents for the purpose of facilitating educational and economic opportunities; providing financial support for the artistic and cultural events of others. Educational services, namely, providing classes, workshops, seminars, and courses of instruction in the fields of financial services, business, insurance, and health and fitness; providing vocational education, internships and apprenticeships in the fields of business, financial services, information technology and leadership development; providing courses of instruction and clinics in running, fitness and sports; conducting educational arts programs for teenagers; distributing course materials in connection with the foregoing.

Goods & Services

Life insurance underwriting

Abstract

Described herein are methods and systems for administering a life insurance policy that provide an alternative to the traditional approach by querying a client for a set of coverage objectives and using a set of algorithms to automatically adjust billed premiums on an ongoing basis to maintain the client-specified coverage objectives - a methodology referred to herein as "dynamic billing." Dynamic billing enables clients to take corrective action sooner than it would otherwise be taken and/or provides an automated mechanism or prompt for clients to take such action on an ongoing basis. For example, in certain embodiments, the disclosed technology computes adjusted premiums and allows the policy owner to be billed the amount required to keep his/her policy on track with his/her current insurance policy objectives.

IPC Classes  ?

• G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

Abstract

Described herein are methods and systems for administering a life insurance policy that provide an alternative to the traditional approach by querying a client for a set of coverage objectives and using a set of algorithms to automatically adjust billed premiums on an ongoing basis to maintain the client-specified coverage objectives—a methodology referred to herein as “dynamic billing.” Dynamic billing enables clients to take corrective action sooner than it would otherwise be taken and/or provides an automated mechanism or prompt for clients to take such action on an ongoing basis. For example, in certain embodiments, the disclosed technology computes adjusted premiums and allows the policy owner to be billed the amount required to keep his/her policy on track with his/her current insurance policy objectives.

IPC Classes  ?

• G06Q 20/10 - Payment architectures specially adapted for electronic funds transfer [EFT] systemsPayment architectures specially adapted for home banking systems
• G06Q 40/08 - Insurance
• G06Q 20/14 - Payment architectures specially adapted for billing systems

Goods & Services

Promoting public awareness of the services provided by third-party administrators in servicing 401(k) plans and retirement accounts; conducting an advertising campaign to encourage the public to recognize the contributions of third-party administrators in servicing 401(k) plans and retirement accounts

Goods & Services

Business assistance services for insurance professionals in the field of insurance underwriting, namely, providing tools that enable insurance professionals to provide insurance underwriting predictions to consumers, all of the above excluding business appraisals, business investigations, business management assistance to industrial or commercial companies, business research, and commercial information and advice for consumers Providing insurance underwriting information to insurance professionals by means of a website Software as a service (SAAS) services featuring software that enables insurance and financial professionals to perform insurance underwriting analysis and provide information on insurance underwriting to customers

Goods & Services

Insurance services, namely, [ issuing, ] administering and underwriting long term care insurance

Goods & Services

(1) Computer application software for handheld and mobile devices, namely, software for analyzing investment portfolios and reviewing investment strategies (1) Providing information and research in the field of financial investments (2) Software as a service (SAAS) services featuring software for analyzing investment portfolios and reviewing investment strategies

Goods & Services

Financial planning software; software that enables financial service providers to generate customized client reports Providing business marketing information to financial service professionals

Abstract

The present disclosure describes, among other things, an example method for maintaining an account for a life insurance policy. The method may include determining an amount to apply to the account, the amount based at least in part on i) a plurality of first factors based on data for life insurance policies in a class of policies, wherein the class of policies includes the life insurance policy, and ii) a plurality of second factors based on data for an individual, wherein the individual is a policy holder of the life insurance policy. The method may include increasing at least a portion of the account by the amount.

IPC Classes  ?

• G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

Goods & Services

Financial planning and investment advisory services; financial investment analysis and stock research Software as a service (SAAS) services featuring software that enables financial professionals to perform investment analysis and stock research and create customized client reports

Goods & Services

Insurance and financial services, namely, underwriting and administration of life, health, accident, group, annuity, pension, retirement, endowment and long-term care insurance; insurance brokerage services; insurance claims processing services; administration of insurance proceeds; financial consultation services; investment advisory services; investment of funds for others; investment management services; securities broker-dealer services; financial planning; financial planning for retirement; fiduciary services, namely fiduciary representative services; administration of employee benefit plans concerning insurance and finance; financial consultation, namely, providing consultation to employers in the administration of employee benefit plans; providing financial information; providing a website featuring financial information

Goods & Services

Insurance and financial services, namely, underwriting and administration of life, health, accident, group, annuity, pension, retirement, endowment and long-term care insurance; insurance brokerage services; insurance claims processing services; administration of insurance proceeds; financial consultation services; investment advisory services; investment of funds for others; investment management services; securities broker-dealer services; financial planning; financial planning for retirement; fiduciary services, namely fiduciary representative services; administration of employee benefit plans concerning insurance and finance; financial consultation, namely, providing consultation to employers in the administration of employee benefit plans; providing financial information; providing a website featuring financial information

Goods & Services

Promoting the sporting events and athletic competitions of others [ Charitable services, namely, granting funds to schools; ] providing financial support for educational, physical and spiritual training programs for children and young adults; [ providing financial support to primary schools in connection with essay contests in the field of politics; providing financial support in connection with history tours for primary school students; ] providing financial support for summer camps; [ providing financial support for parenting education workshops; providing financial support for parents for the purpose of facilitating educational and economic opportunities; ] providing financial support for the artistic and cultural events of others Educational services, namely, providing classes, workshops, seminars, and courses of instruction in the fields of financial services, business, insurance [, and health and fitness ] ; providing vocational education, internships and apprenticeships in the fields of business, financial services, information technology and leadership development; [ providing courses of instruction and clinics in running, fitness and sports; conducting educational arts programs for teenagers; ] and distributing course materials in connection with the foregoing

Goods & Services

Promoting the sporting events and athletic competitions of others [ Charitable services, namely, granting funds to schools; ] providing financial support for educational, physical and spiritual training programs for children and young adults; [ providing financial support to primary schools in connection with essay contests in the field of politics; providing financial support in connection with history tours for primary school students; ] providing financial support for summer camps; [ providing financial support for parenting education workshops; providing financial support for parents for the purpose of facilitating educational and economic opportunities; ] providing financial support for the artistic and cultural events of others Educational services, namely, providing classes, workshops, seminars, and courses of instruction in the fields of financial services, business, insurance [, and health and fitness ] ; providing vocational education, internships and apprenticeships in the fields of business, financial services, information technology and leadership development; [ providing courses of instruction and clinics in running, fitness and sports; conducting educational arts programs for teenagers ] ; and distributing course materials in connection with the foregoing

Goods & Services

Real estate services, namely, rental, brokerage, leasing and management of property, offices and office space, retail space

Goods & Services

Financial services, namely, investment management and administration, investment advice and investment of funds for others

Goods & Services

Feature of underwriting [, issuance ] and administration of annuities insurance services, namely, an automatic transfer of money between accounts to reallocate customer investments in order to guard against market volatility

Goods & Services

Financial services in the nature of an investment security

Goods & Services

Administration and underwriting of life insurance, accident and health insurance, annuity contracts, and pensions.

Goods & Services

(1) Administration and underwriting of life insurance, accident and health insurance, annuity contracts, and pensions.

Goods & Services

(1) Administration and underwriting of life insurance, accident and health insurance, annuity contracts, and pensions.

Goods & Services

Administration and underwriting of life insurance, accident and health insurance, annuity contracts, and pensions.

Goods & Services

Administration and underwriting of life insurance, accident and health insurance, annuity contracts, and pensions

Goods & Services

Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans

Goods & Services

Providing temporary use, while the user is online, of online nondownloadable software enabling sponsors, participants, and third-party administrators of retirement plans to submit and receive instructions and information concerning retirement plan withdrawals

Goods & Services

Financial services, namely, [ underwriting and ] administration of annuities

Goods & Services

Financial services, namely,[ underwriting and ] administration of annuities

Goods & Services

Educational services, namely, providing seminars and training in the field of retirement planning and retirement plans and providing course materials in connection therewith; educational services, namely, providing online seminars and training in the field of retirement planning and retirement plans and printable educational materials distributed therewith

Goods & Services

Financial services, namely the underwriting and administration of long term insurance

Goods & Services

Annuity underwriting and administration

Goods & Services

Financial Services, namely the underwriting and adminstration of long term insurance

Goods & Services

[ISSUING, ]ADMINISTERING, AND UNDERWRITING ANNUITIES

Goods & Services

administration and underwriting of life insurance, accident and health insurance, annuity contracts and pensions

Goods & Services

Policy forms, contract forms, application forms, report forms, claim forms, folders, envelopes, booklets, brochures, pamphlets, signs made of cardboard, plastic (office requisites) and printed material made of paper and cardboard, posters, advertisement display boards of cardboard (non-luminous); advertisement (printed matter); identification cards, printed insurance premium documents, promissory notes, checks, paper and paper articles, newspapers and periodicals, books, book-binding material, photographs, stationery, instructional and teaching material, and other printed articles in respect of the businesses of insurance, financing and banking, financial consultation and financial advisory services, and investment and management of the funds and property of others. Advertising, distribution of prospectuses and samples, rental of advertising material; assistance to industrial and commercial enterprises in the conduct of their business; business counseling and information; statistical, data-processing, copying and stenotype services; accounting; duplication of documents; employment agency services; rental of typewriters and office equipment. Insurance and financial services, namely, insurance services, banking, financing, brokerage and currency-exchange; financial consultation and financial advisory services; investment and management of the funds and property of others; actuarial services; loans against security, recovery of debts, lotteries, issuing of travelers checks and letters of credit, real estate agency services (sale and rental of businesses and real estate); valuation and appraisal of real estate, real estate management.

Goods & Services

Policy forms, contract forms, application forms, report forms, claim forms, folders, envelopes, booklets, brochures, pamphlets, signs, posters, advertisements, displays, identification cards, premiums, promissory notes, checks; paper and paper articles, newspapers and periodicals, books; book- binding material, photographs, stationery, instructional and teaching material; and other printed articles in respect of the businesses of insurance, financing, banking, financial consultation and financial advisory services, and management of the funds and property of others. Advertising, distribution of prospectuses and samples, rental of advertising material, printing of advertising material; assistance to industrial and commercial enterprises in the conduct of their business; business counseling and information; statistical, data-processing, copying and stenotype services; accounting; duplication of documents; employment agency services; rental of typewriters and office equipment. Insurance and financial services, namely, insurance services, banking, financing, brokerage and currency-exchange; financial consultation and financial advisory services; investment and management of the funds and property of others; actuarial services; loans against security, recovery of debts, lotteries, issuing of travelers checks and letters of credit; real estate agency services (sale and rental of businesses and real estate); valuation and appraisal of real estate, real estate management.

Goods & Services

Policy forms, contract forms, application forms, report forms, claim forms, folders, envelopes, booklets, brochures, pamphlets, signs, posters, advertisements, displays, identification cards, premiums, promissory notes, checks; paper and paper articles, newspapers and periodicals, books; book- binding material, photographs, stationery, instructional and teaching material; and other printed articles in respect of the businesses of insurance, financing, banking, financial consultation and financial advisory services, and management of the funds and property of others. Advertising, distribution of prospectuses and samples, rental of advertising material, printing of advertising material; assistance to industrial and commercial enterprises in the conduct of their business; business counseling and information; statistical, data-processing, copying and stenotype services; accounting; duplication of documents; employment agency services; rental of typewriters and office equipment. Insurance and financial services, namely, insurance services, banking, financing, brokerage and currency-exchange; financial consultation and financial advisory services; investment and management of the funds and property of others; actuarial services; loans against security, recovery of debts, lotteries, issuing of travelers checks and letters of credit; real estate agency services (sale and rental of businesses and real cstate); valuation and appraisal of real estate, real estate management.

Goods & Services

Policy forms, contract forms, application forms, report forms, claim forms, folders, envelopes, booklets, brochures, pamphlets, signs, posters, advertisements, displays, identification cards, premiums, promissory notes, checks; paper and paper articles, newspapers and periodicals, books; book-binding material, photographs, stationery, instructional and teaching material; and other printed articles in respect of the businesses of insurance, financing, banking, financial consultation and financial advisory services, and management of the funds and property of others. Advertising, distribution of prospectuses and samples, rental of advertising material, printing of advertising material; assistance to industrial and commercial enterprises in the conduct of their business; business counseling and information; statistical, data-processing, copying and stenotype services; accounting; duplication of documents; employment agency services; rental of typewriters and office equipment. Insurance and financial services, namely, insurance services, banking, financing, brokerage and currency-exchange; financial consultation and financial advisory services; investment and management of the funds and property of others; actuarial services; loans against security, recovery of debts, lotteries, issuing of travelers checks and letters of credit; real estate agency services (sale and rental of businesses and real estate); valuation and appraisal of real estate, real estate management.

Goods & Services

financial services, namely underwriting and administration of variable annuities

Goods & Services

underwriting and administering annuity contracts * , namely flexible or single payment fixed and variable annuity contracts *

Goods & Services

LIFE INSURANCE SERVICES, NAMELY UNDERWRITING AND ADMINISTERING ANNUITIES

Goods & Services

EDUCATIONAL SERVICES-NAMELY, PROVIDING COURSES OF INSTRUCTION AND CLINICS IN RUNNING AND FITNESS

Goods & Services

SPONSORING OF ATHLETIC CONTESTS AND EVENTS

Goods & Services

(1) Insurance and financial services.

Goods & Services

Insurance Underwriting Services Financial Consultations and Investment of Funds for Others

Goods & Services

ADMINISTRATION AND UNDERWRITING OF LIFE INSURANCE, ACCIDENT AND HEALTH INSURANCE, ANNUITY CONTRACTS, AND PENSIONS

Goods & Services

(1) Underwriting of insurance. (2) Underwriting of life and endowment insurance, annuity and pure endowment insurance, and group accident and health insurance.

Goods & Services

UNDERWRITING OF LIFE [ AND ENDOWMENT ] INSURANCE, ANNUITY [ AND PURE ENDOWMENT ] INSURANCE, AND GROUP ACCIDENT AND HEALTH INSURANCE