The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 18, 2019
Filed:
Oct. 02, 2013
Ameriprise Financial, Inc., Minneapolis, MN (US);
Mike R. Greene, Minnetrista, MN (US);
Logan C. Clipp, Minneapolis, MN (US);
Kim M. Sharan, Laurel Hollow, NY (US);
John R. Woerner, Eden Prairie, MN (US);
William F. Truscott, Marblehead, MA (US);
David Michael Steglich, Minneapolis, MN (US);
Ameriprise Financial, Inc., Minneapolis, MN (US);
Abstract
A method includes receiving first user input indicating selection of a guaranteed income option to fund essential retirement expenses. The method further includes receiving second user input indicating selection of an investment option to fund lifestyle retirement expenses. The method also includes receiving third user input indicating selection of an unexpected liability coverage option, wherein the unexpected liability coverage option includes a long-term care funding option, an unexpected legal expense funding option, or any combination thereof. The method includes receiving fourth user input indicating selection of one or more legacy planning options. The method also includes generating a retirement plan based on the first user input, the second user input, the third user input, and the fourth user input.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile