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.

Date of Patent:
Nov. 18, 2014

Filed:

Jun. 21, 2012
Applicant:

Robert Ball, Atlanta, GA (US);

Inventor:

Robert Ball, Atlanta, GA (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01);
Abstract

An interactive financial tool is disclosed for assisting agents such as, for example, insurance professionals, estate planners, financial planners, and the like in performing activities such as, for example, marketing products or services to new or existing clients, managing client relationships, prospecting for new clients, and the like.


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