United Services Automobile Association (usaa)

Cheryl Anne Howell

Patricia Jeanette Dix

Marcus LaGuardia

Charles Berton Starks, Iii

Scott Bureau

Susan Yonker Price

Michael John Rothe

Steven Michael Large

Jeffry Leon Post

Thomas David Gaitan

Bonnie Michelle Rose

Joseph Richard Gloria

Robert Joseph Hotard

Financial products, such as a mortgage, homeowner's insurance, and various forms of life insurance, can be packaged together and marketed around a move event. A customer can apply for a mortgage on a web site. As part of the application process, certain data is collected from the customer, and other data may be retrieved from one or more databases. This information can be used to offer and price homeowner's insurance and life insurance, and to suggest an amount of insurance. The web site may offer the customer the chance to buy a mortgage and insurance as a package, after answering a small number of questions that are used to assess the insurance-related risk. The customer may also be offered the chance to make a unified monthly payment for the package of both mortgage and insurance products.

System and method for bundling financial services products with a mortgage in connection with a move event

On-line systems and methods allow customers to view and purchase financial services products, such as annuities, and the like, which are subject to State regulations and require the use of State mandated forms. Customers are able to view State-specific forms and to electronically sign such forms to make a purchase.

System and method of facilitating transactions over a computer network

Growing community of inventors

San Antonio, TX, United States of America

Cheryl Anne Howell