



| Application Number | Priority Date | Filing Date | Title | 
|---|---|---|---|
| US29/283,341USD768157S1 (en) | 2006-08-25 | 2007-08-10 | Computer screen with a graphical user interface for a financial system | 
| Application Number | Priority Date | Filing Date | Title | 
|---|---|---|---|
| US11/510,537US8073714B1 (en) | 2006-01-27 | 2006-08-25 | Interactive systems and methods for insurance-related activities | 
| US29/283,341USD768157S1 (en) | 2006-08-25 | 2007-08-10 | Computer screen with a graphical user interface for a financial system | 
| Application Number | Title | Priority Date | Filing Date | 
|---|---|---|---|
| US11/510,537ContinuationUS8073714B1 (en) | 2006-01-27 | 2006-08-25 | Interactive systems and methods for insurance-related activities | 
| Publication Number | Publication Date | 
|---|---|
| USD768157S1true USD768157S1 (en) | 2016-10-04 | 
| Application Number | Title | Priority Date | Filing Date | 
|---|---|---|---|
| US29/283,341ActiveUSD768157S1 (en) | 2006-08-25 | 2007-08-10 | Computer screen with a graphical user interface for a financial system | 
| Country | Link | 
|---|---|
| US (1) | USD768157S1 (en) | 
| Publication number | Priority date | Publication date | Assignee | Title | 
|---|---|---|---|---|
| USD781321S1 (en)* | 2014-07-17 | 2017-03-14 | Net Entertainment Malta Services, Ltd. | Display screen or portion thereof with graphical user interface | 
| USD883315S1 (en)* | 2019-03-25 | 2020-05-05 | Vinay Nair | Display screen or portion thereof with a graphical user interface | 
| USD942996S1 (en)* | 2019-03-29 | 2022-02-08 | Home Run Dugout LLC | Display screen or portion thereof with graphical user interface | 
| USD976935S1 (en)* | 2020-12-08 | 2023-01-31 | Lg Electronics Inc. | Display panel with a graphical user interface | 
| Publication number | Priority date | Publication date | Assignee | Title | 
|---|---|---|---|---|
| US3406467A (en) | 1966-06-30 | 1968-10-22 | John Hancock Mutual Life Insur | Insurance evaluation | 
| US4837693A (en) | 1987-02-27 | 1989-06-06 | Schotz Barry R | Method and apparatus for facilitating operation of an insurance plan | 
| US5182705A (en) | 1989-08-11 | 1993-01-26 | Itt Corporation | Computer system and method for work management | 
| US5479344A (en) | 1994-05-26 | 1995-12-26 | Impact Technologies Group, Inc. | Insurance computation display | 
| US5523942A (en) | 1994-03-31 | 1996-06-04 | New England Mutual Life Insurance Company | Design grid for inputting insurance and investment product information in a computer system | 
| US5819263A (en) | 1996-07-19 | 1998-10-06 | American Express Financial Corporation | Financial planning system incorporating relationship and group management | 
| US5884283A (en) | 1996-09-05 | 1999-03-16 | Manos; Christopher T. | System, method and program product for managing and controlling the disposition of financial resources | 
| US5903873A (en) | 1996-05-31 | 1999-05-11 | American General Life And Accident Insurance Company | System for registering insurance transactions and communicating with a home office | 
| US5956691A (en) | 1997-01-07 | 1999-09-21 | Second Opinion Financial Systems, Inc. | Dynamic policy illustration system | 
| US5991744A (en) | 1997-10-31 | 1999-11-23 | Gary P. Dicresce & Associates | Method and apparatus that processes financial data relating to wealth accumulation plans | 
| US6009402A (en) | 1997-07-28 | 1999-12-28 | Whitworth; Brian L. | System and method for predicting, comparing and presenting the cost of self insurance versus insurance and for creating bond financing when advantageous | 
| US6012043A (en) | 1996-09-09 | 2000-01-04 | Nationwide Mutual Insurance Co. | Computerized system and method used in financial planning | 
| USD424541S (en)* | 1998-09-04 | 2000-05-09 | Sony Corporation | Computer generated image for a display panel or screen | 
| US6064986A (en) | 1997-09-23 | 2000-05-16 | Edelman Financial Services, Inc. | Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program | 
| US6076072A (en) | 1996-06-10 | 2000-06-13 | Libman; Richard Marc | Method and apparatus for preparing client communications involving financial products and services | 
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| USD437601S1 (en)* | 1999-08-12 | 2001-02-13 | Hitachi, Ltd. | Computer generated icon for a display screen | 
| WO2001033476A2 (en) | 1999-11-01 | 2001-05-10 | Accenture Llp | A financial planning and counseling system projecting user cash flow | 
| US20010009004A1 (en) | 1998-10-15 | 2001-07-19 | Robert Groat | Financial advisory display system | 
| US20010023414A1 (en) | 1998-12-08 | 2001-09-20 | Srihari Kumar | Interactive calculation and presentation of financial data results through a single interface on a data-packet-network | 
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| US20020095363A1 (en) | 1999-11-01 | 2002-07-18 | Sloan Ronald E. | Financial planning and counseling system projecting user cash flow | 
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| US6430542B1 (en) | 1998-08-26 | 2002-08-06 | American Express Financial Corporation | Computer-implemented program for financial planning and advice system | 
| US20020123949A1 (en) | 2000-12-15 | 2002-09-05 | Vanleeuwen Michael J. | System and method for financial management and analysis | 
| US6456979B1 (en) | 2000-10-24 | 2002-09-24 | The Insuranceadvisor Technologies, Inc. | Method of evaluating a permanent life insurance policy | 
| US20020138389A1 (en) | 2000-02-14 | 2002-09-26 | Martone Brian Joseph | Browser interface and network based financial service system | 
| US20020143680A1 (en) | 2001-02-27 | 2002-10-03 | Walters Edmond J. | Financial planning method and computer system | 
| US20020147618A1 (en) | 2001-02-01 | 2002-10-10 | Mezrah Todd M. | Online insurance sales platform | 
| US20020198743A1 (en) | 2001-06-20 | 2002-12-26 | Ariathurai Arjuna A. | Network architecture and management system for conducting insurance activities on a network | 
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| US20030167220A1 (en) | 1997-09-23 | 2003-09-04 | Schoen Matthew B. | Computer apparatus and method for illustrating, issuing, and managing disability coverage for retirement plans with individual accounts | 
| US20040039588A1 (en) | 1996-06-10 | 2004-02-26 | Libman Richard M. | System, method, and computer program product for selecting and presenting financial products and services | 
| US20050010510A1 (en) | 2001-07-31 | 2005-01-13 | American Express Travel Related Services Company, Inc. | Portfolio reconciler module for providing financial planning and advice | 
| US20050027632A1 (en) | 2003-07-31 | 2005-02-03 | Ubs Financial Services, Inc. | Financial investment advice system and method | 
| US6996782B2 (en)* | 2001-05-23 | 2006-02-07 | Eastman Kodak Company | Using digital objects organized according to a histogram timeline | 
| US20060090141A1 (en)* | 2001-05-23 | 2006-04-27 | Eastman Kodak Company | Method and system for browsing large digital multimedia object collections | 
| US7062458B2 (en) | 1997-12-02 | 2006-06-13 | Financial Engines | User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisions | 
| USD526323S1 (en)* | 2005-03-30 | 2006-08-08 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| USD526324S1 (en)* | 2005-03-30 | 2006-08-08 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| USD526653S1 (en)* | 2005-03-30 | 2006-08-15 | Accenture Global Sevices Gmbh | Graphic for a portion of a computer display screen | 
| USD527735S1 (en)* | 2005-03-30 | 2006-09-05 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| US20070027736A1 (en) | 2003-06-02 | 2007-02-01 | Damon Reynolds | Planning tool | 
| USD586821S1 (en)* | 2007-06-08 | 2009-02-17 | Panasonic Corporation | User interface for video screen | 
| USD589528S1 (en)* | 2007-06-08 | 2009-03-31 | Panasonic Corporation | User interface for video screen | 
| USD589522S1 (en)* | 2005-10-26 | 2009-03-31 | Xerox Corporation | Table rows with pop up menu for a touch-based user interface for an image processing machine | 
| US20100004957A1 (en) | 2006-01-27 | 2010-01-07 | Robert Ball | Interactive system and methods for insurance-related activities | 
| Publication number | Priority date | Publication date | Assignee | Title | 
|---|---|---|---|---|
| US3406467A (en) | 1966-06-30 | 1968-10-22 | John Hancock Mutual Life Insur | Insurance evaluation | 
| US4837693A (en) | 1987-02-27 | 1989-06-06 | Schotz Barry R | Method and apparatus for facilitating operation of an insurance plan | 
| US5182705A (en) | 1989-08-11 | 1993-01-26 | Itt Corporation | Computer system and method for work management | 
| US5523942A (en) | 1994-03-31 | 1996-06-04 | New England Mutual Life Insurance Company | Design grid for inputting insurance and investment product information in a computer system | 
| US5479344A (en) | 1994-05-26 | 1995-12-26 | Impact Technologies Group, Inc. | Insurance computation display | 
| US5903873A (en) | 1996-05-31 | 1999-05-11 | American General Life And Accident Insurance Company | System for registering insurance transactions and communicating with a home office | 
| US20040039588A1 (en) | 1996-06-10 | 2004-02-26 | Libman Richard M. | System, method, and computer program product for selecting and presenting financial products and services | 
| US6076072A (en) | 1996-06-10 | 2000-06-13 | Libman; Richard Marc | Method and apparatus for preparing client communications involving financial products and services | 
| US5819263A (en) | 1996-07-19 | 1998-10-06 | American Express Financial Corporation | Financial planning system incorporating relationship and group management | 
| US5884283A (en) | 1996-09-05 | 1999-03-16 | Manos; Christopher T. | System, method and program product for managing and controlling the disposition of financial resources | 
| US6012043A (en) | 1996-09-09 | 2000-01-04 | Nationwide Mutual Insurance Co. | Computerized system and method used in financial planning | 
| US6684190B1 (en) | 1997-01-07 | 2004-01-27 | Financial Profiles, Inc. | Apparatus and method for exposing, evaluating and re-balancing risk for decision-making in financial planning | 
| US5956691A (en) | 1997-01-07 | 1999-09-21 | Second Opinion Financial Systems, Inc. | Dynamic policy illustration system | 
| US6009402A (en) | 1997-07-28 | 1999-12-28 | Whitworth; Brian L. | System and method for predicting, comparing and presenting the cost of self insurance versus insurance and for creating bond financing when advantageous | 
| US6064986A (en) | 1997-09-23 | 2000-05-16 | Edelman Financial Services, Inc. | Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program | 
| US20030167220A1 (en) | 1997-09-23 | 2003-09-04 | Schoen Matthew B. | Computer apparatus and method for illustrating, issuing, and managing disability coverage for retirement plans with individual accounts | 
| US5991744A (en) | 1997-10-31 | 1999-11-23 | Gary P. Dicresce & Associates | Method and apparatus that processes financial data relating to wealth accumulation plans | 
| US7062458B2 (en) | 1997-12-02 | 2006-06-13 | Financial Engines | User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisions | 
| US6092050A (en) | 1998-03-09 | 2000-07-18 | Hard Dollar Corporation | Graphical computer system and method for financial estimating and project management | 
| US6611807B1 (en) | 1998-03-18 | 2003-08-26 | Economic Security Planning, Inc. | Economic security planning method and system | 
| USD427576S (en)* | 1998-05-01 | 2000-07-04 | Apple Computer, Inc. | Menu design for a computer display screen | 
| US6430542B1 (en) | 1998-08-26 | 2002-08-06 | American Express Financial Corporation | Computer-implemented program for financial planning and advice system | 
| USD424541S (en)* | 1998-09-04 | 2000-05-09 | Sony Corporation | Computer generated image for a display panel or screen | 
| US20010009004A1 (en) | 1998-10-15 | 2001-07-19 | Robert Groat | Financial advisory display system | 
| US20010023414A1 (en) | 1998-12-08 | 2001-09-20 | Srihari Kumar | Interactive calculation and presentation of financial data results through a single interface on a data-packet-network | 
| USD437601S1 (en)* | 1999-08-12 | 2001-02-13 | Hitachi, Ltd. | Computer generated icon for a display screen | 
| US20020095363A1 (en) | 1999-11-01 | 2002-07-18 | Sloan Ronald E. | Financial planning and counseling system projecting user cash flow | 
| WO2001033476A2 (en) | 1999-11-01 | 2001-05-10 | Accenture Llp | A financial planning and counseling system projecting user cash flow | 
| US20020138389A1 (en) | 2000-02-14 | 2002-09-26 | Martone Brian Joseph | Browser interface and network based financial service system | 
| US20020007332A1 (en) | 2000-06-27 | 2002-01-17 | Asf-Ip, Inc. | Method and system for evaluation of potential funding sources for financial plans | 
| US6456979B1 (en) | 2000-10-24 | 2002-09-24 | The Insuranceadvisor Technologies, Inc. | Method of evaluating a permanent life insurance policy | 
| US20020103733A1 (en) | 2000-12-12 | 2002-08-01 | Manning & Napier Advisors, Inc. | Process, system and financial planning engine for determining at least one financial indicator for use in achieving a particular financial goal | 
| US20020123949A1 (en) | 2000-12-15 | 2002-09-05 | Vanleeuwen Michael J. | System and method for financial management and analysis | 
| US20020147618A1 (en) | 2001-02-01 | 2002-10-10 | Mezrah Todd M. | Online insurance sales platform | 
| US20020143680A1 (en) | 2001-02-27 | 2002-10-03 | Walters Edmond J. | Financial planning method and computer system | 
| US20060090141A1 (en)* | 2001-05-23 | 2006-04-27 | Eastman Kodak Company | Method and system for browsing large digital multimedia object collections | 
| US6996782B2 (en)* | 2001-05-23 | 2006-02-07 | Eastman Kodak Company | Using digital objects organized according to a histogram timeline | 
| US20020198743A1 (en) | 2001-06-20 | 2002-12-26 | Ariathurai Arjuna A. | Network architecture and management system for conducting insurance activities on a network | 
| US20050010510A1 (en) | 2001-07-31 | 2005-01-13 | American Express Travel Related Services Company, Inc. | Portfolio reconciler module for providing financial planning and advice | 
| US20070027736A1 (en) | 2003-06-02 | 2007-02-01 | Damon Reynolds | Planning tool | 
| US20050027632A1 (en) | 2003-07-31 | 2005-02-03 | Ubs Financial Services, Inc. | Financial investment advice system and method | 
| USD526323S1 (en)* | 2005-03-30 | 2006-08-08 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| USD526324S1 (en)* | 2005-03-30 | 2006-08-08 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| USD526653S1 (en)* | 2005-03-30 | 2006-08-15 | Accenture Global Sevices Gmbh | Graphic for a portion of a computer display screen | 
| USD527735S1 (en)* | 2005-03-30 | 2006-09-05 | Accenture Global Services Gmbh | Graphic for a portion of a computer display screen | 
| USD589522S1 (en)* | 2005-10-26 | 2009-03-31 | Xerox Corporation | Table rows with pop up menu for a touch-based user interface for an image processing machine | 
| US20100004957A1 (en) | 2006-01-27 | 2010-01-07 | Robert Ball | Interactive system and methods for insurance-related activities | 
| USD586821S1 (en)* | 2007-06-08 | 2009-02-17 | Panasonic Corporation | User interface for video screen | 
| USD589528S1 (en)* | 2007-06-08 | 2009-03-31 | Panasonic Corporation | User interface for video screen | 
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| "GBS Agency Expert" GBS, Inc.,http://www.gbsinc.com(Feb. 16, 2006), 122 pages. | 
| "IncomeMAX," Cygnus Software, Inc.,http://www.cygnussoft.com(Feb. 14, 2006), 46 pages. | 
| "ProSpector™," Sintech Software, Inc, http://www.sintechsoft.com(Feb. 14, 2006), 32 pages. | 
| "Web Writer™," Insurance Systems, Inc., http://www.insurancesystems.ca/insurane-software.htm, (Feb. 14, 2006), pp. 1-4. | 
| Article: Bob Ball and Kathy Readinger, "Producers Eye Account Aggregation as Key to Service Philosophy", National Underwriter Life & Health, Jul. 2007. | 
| Article: Danna Voth, "Drowning in Data-Comprehensive Portfolio Management Software Throws a Lifeline to Investors Overwhelmed by the Task of Tracking Their Assets", Worth , May 2007. | 
| Article: Robert Regis Hyle, "Guardian Offers Customers Daily Look at Net Worth", (Industry Intelligence, News, Insights, Innovations, Financial Tools), National Underwriter Publication, TechDecisions for Insurance, vol. 8, No. 4, Apr. 2006. | 
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| Publication number | Priority date | Publication date | Assignee | Title | 
|---|---|---|---|---|
| USD781321S1 (en)* | 2014-07-17 | 2017-03-14 | Net Entertainment Malta Services, Ltd. | Display screen or portion thereof with graphical user interface | 
| USD883315S1 (en)* | 2019-03-25 | 2020-05-05 | Vinay Nair | Display screen or portion thereof with a graphical user interface | 
| USD942996S1 (en)* | 2019-03-29 | 2022-02-08 | Home Run Dugout LLC | Display screen or portion thereof with graphical user interface | 
| USD976935S1 (en)* | 2020-12-08 | 2023-01-31 | Lg Electronics Inc. | Display panel with a graphical user interface | 
| Publication | Publication Date | Title | 
|---|---|---|
| USD622283S1 (en) | Graphical user interface for a display screen or portion thereof | |
| USD668666S1 (en) | Display screen or portion thereof with graphical user interface | |
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| USD556767S1 (en) | Graphic user interface for a display screen | |
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| USD599375S1 (en) | Computer generated icon for a portion of a screen | |
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