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:
May. 07, 2013
Filed:
Jan. 25, 2007
Margaret A. Boyle, Wauwatosa, WI (US);
Steven T. Brown, Franklin, WI (US);
Rosanne Marie Butkowski, New Berlin, WI (US);
Beth Griffin, Waukesha, WI (US);
Margaret A. Boyle, Wauwatosa, WI (US);
Steven T. Brown, Franklin, WI (US);
Rosanne Marie Butkowski, New Berlin, WI (US);
Beth Griffin, Waukesha, WI (US);
Alegeus Technologies LLC, Waltham, MA (US);
Abstract
Methods and systems are disclosed for managing a medical savings account that invests funds in investment accounts. A request is received for payment of a healthcare expense incurred by a party authorized for recovery under the medical savings account. A balance is drawn against a line of credit secured by one or more of the investment accounts. At least a portion of the healthcare expense is paid with funds obtained from the drawn balance. At least a portion of some of the investment accounts are liquidated in accordance with instructions provided by the party or by an owner of the medical savings account to satisfy the drawn balance of the line of credit.