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Reel/Frame:061789/0952   Pages: 4
Recorded: 10/20/2022
Attorney Dkt #:112010-698042
Conveyance: CHANGE OF NAME (SEE DOCUMENT FOR DETAILS).
Total properties: 25
1
Patent #:
Issue Dt:
09/16/2014
Application #:
11531872
Filing Dt:
09/14/2006
Publication #:
Pub Dt:
03/20/2008
Title:
FINANCIAL INSTRUMENT PROVIDING A PORTABLE GUARANTEE
2
Patent #:
Issue Dt:
12/28/2010
Application #:
11531948
Filing Dt:
09/14/2006
Publication #:
Pub Dt:
03/20/2008
Title:
FINANCIAL INSTRUMENT UTILIZING A CUSTOMER SPECIFIC DATE
3
Patent #:
Issue Dt:
04/13/2010
Application #:
11531977
Filing Dt:
09/14/2006
Publication #:
Pub Dt:
04/03/2008
Title:
FINANCIAL INSTRUMENT UTILIZING AN OPTIONAL BENEFIT ELECTION
4
Patent #:
Issue Dt:
12/14/2010
Application #:
11724839
Filing Dt:
03/16/2007
Publication #:
Pub Dt:
02/28/2008
Title:
LIFETIME INCOME
5
Patent #:
Issue Dt:
11/23/2010
Application #:
11890005
Filing Dt:
08/03/2007
Publication #:
Pub Dt:
06/12/2008
Title:
SYSTEM AND METHOD FOR ADMINISTERING A LIFETIME INCOME SHARE PLAN
6
Patent #:
Issue Dt:
12/27/2011
Application #:
11959933
Filing Dt:
12/19/2007
Publication #:
Pub Dt:
06/25/2009
Title:
SYSTEM AND METHOD FOR SCHEDULING ASSET ALLOCATION
7
Patent #:
Issue Dt:
09/28/2010
Application #:
12152530
Filing Dt:
05/15/2008
Publication #:
Pub Dt:
12/04/2008
Title:
SYSTEM AND METHOD FOR MANAGING AND ADMINISTERING A LIFETIME INCOME SHARE PLAN
8
Patent #:
Issue Dt:
03/01/2011
Application #:
12713977
Filing Dt:
02/26/2010
Publication #:
Pub Dt:
06/17/2010
Title:
FINANCIAL INSTRUMENT UTILIZING AN OPTIONAL BENEFIT ELECTION
9
Patent #:
Issue Dt:
02/05/2013
Application #:
12769109
Filing Dt:
04/28/2010
Publication #:
Pub Dt:
08/26/2010
Title:
SYSTEM AND METHOD FOR FACILITATING MANAGEMENT OF A FINANCIAL INSTRUMENT
10
Patent #:
Issue Dt:
07/12/2011
Application #:
12890869
Filing Dt:
09/27/2010
Publication #:
Pub Dt:
01/20/2011
Title:
SYSTEM AND METHOD FOR MANAGING AND ADMINISTERING A LIFETIME INCOME SHARE PLAN
11
Patent #:
Issue Dt:
03/06/2012
Application #:
12952279
Filing Dt:
11/23/2010
Publication #:
Pub Dt:
05/19/2011
Title:
SYSTEM AND METHOD FOR ADMINISTERING A LIFETIME INCOME SHARE PLAN
12
Patent #:
Issue Dt:
02/07/2012
Application #:
12959785
Filing Dt:
12/03/2010
Publication #:
Pub Dt:
03/31/2011
Title:
LIFETIME INCOME
13
Patent #:
NONE
Issue Dt:
Application #:
13032415
Filing Dt:
02/22/2011
Publication #:
Pub Dt:
08/23/2012
Title:
Financial Instrument Transferable from an Employer to an Employee
14
Patent #:
Issue Dt:
09/11/2012
Application #:
13035003
Filing Dt:
02/25/2011
Publication #:
Pub Dt:
06/16/2011
Title:
FINANCIAL INSTRUMENT UTILIZING AN OPTIONAL BENEFIT ELECTION
15
Patent #:
Issue Dt:
02/07/2012
Application #:
13178426
Filing Dt:
07/07/2011
Publication #:
Pub Dt:
10/27/2011
Title:
SYSTEM AND METHOD FOR PROCESSING DATA RELATED TO CONVERTIBLE FINANCIAL INSTRUMENTS
16
Patent #:
Issue Dt:
07/24/2012
Application #:
13337656
Filing Dt:
12/27/2011
Publication #:
Pub Dt:
05/10/2012
Title:
SYSTEM AND METHOD FOR PROCESSING DATA RELATED TO FINANCIAL INSTRUMENTS FOR PROVIDING DEFERRED INCOME
17
Patent #:
NONE
Issue Dt:
Application #:
14046527
Filing Dt:
10/04/2013
Publication #:
Pub Dt:
04/09/2015
Title:
Providing a Guarantee Associated with an Investment
18
Patent #:
Issue Dt:
12/31/2019
Application #:
15159191
Filing Dt:
05/19/2016
Title:
METHODS, COMPUTER PROGRAM PRODUCTS, AND SYSTEMS FOR REDUCING LIABILITY EXPOSURE BY IMPROVING RETIREMENT READINESS OF A WORKFORCE
19
Patent #:
Issue Dt:
11/05/2019
Application #:
15207053
Filing Dt:
07/11/2016
Publication #:
Pub Dt:
01/11/2018
Title:
Prediction Tool
20
Patent #:
Issue Dt:
08/08/2023
Application #:
16418302
Filing Dt:
05/21/2019
Publication #:
Pub Dt:
11/21/2019
Title:
INTEGRATED GRAPHICAL USER INTERFACE FOR SEPARATE SERVICE LEVELS OF A FINANCIAL PLANNING SYSTEM
21
Patent #:
Issue Dt:
07/25/2023
Application #:
16418388
Filing Dt:
05/21/2019
Publication #:
Pub Dt:
11/21/2019
Title:
GRAPHICAL USER INTERFACE FOR PRESENTING INCREMENTAL OPPORTUNITIES IN A FINANCIAL PLANNING SYSTEM
22
Patent #:
NONE
Issue Dt:
Application #:
16418468
Filing Dt:
05/21/2019
Publication #:
Pub Dt:
11/21/2019
Title:
GRAPHICAL USER INTERFACE FOR COMPARING CURRENT AND MODEL INCOME PROJECTIONS FROM A FINANCIAL PLANNING SYSTEM
23
Patent #:
NONE
Issue Dt:
Application #:
16418583
Filing Dt:
05/21/2019
Publication #:
Pub Dt:
11/21/2019
Title:
GRAPHICAL USER INTERFACE INCLUDING DYNAMIC GENERATION OF SAVINGS OPTION SELECTORS FOR A FINANCIAL PLANNING SYSTEM
24
Patent #:
Issue Dt:
05/09/2023
Application #:
16418679
Filing Dt:
05/21/2019
Publication #:
Pub Dt:
11/21/2019
Title:
GRAPHICAL USER INTERFACE FOR PARTICIPANTS AND SERVICE REPRESENTATIVES IN A FINANCIAL PLANNING SYSTEM
25
Patent #:
Issue Dt:
09/05/2023
Application #:
16863174
Filing Dt:
04/30/2020
Publication #:
Pub Dt:
11/05/2020
Title:
PLANNING ENGINE FOR A FINANCIAL PLANNING SYSTEM
Assignor
1
Exec Dt:
08/01/2022
Assignee
1
8525 E. ORCHARD RD. 2T3
GREENWOOD VILLAGE, COLORADO 80111
Correspondence name and address
POLSINELLI PC
P.O. BOX 140310
KANSAS CITY, MO 64114-0310

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