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:
Aug. 09, 2011
Filed:
Aug. 23, 2010
Thomas Alfred Thurmond, Helotes, TX (US);
Baldemar Benavidez, Ii, San Antonio, TX (US);
Robert Anthony Pacheco, San Antonio, TX (US);
Thomas Alfred Thurmond, Helotes, TX (US);
Baldemar Benavidez, II, San Antonio, TX (US);
Robert Anthony Pacheco, San Antonio, TX (US);
United Services Automobile Association, San Antonio, TX (US);
Abstract
Disclosed are systems and methods for financial planning. The systems and methods communicate with a customer and provide a financial planning service for use with at least one financial planning product by collecting data from a customer using a structured data collection form which is dynamically modified based on the financial product selected, the data provided by the customer, and data relating to the customer that is retrieved from a database.