Patents Assigned to Hueler Investment Services, Inc.
  • Patent number: 8762182
    Abstract: A system and method for facilitating annuity transactions between annuity purchasers and providers via an annuities placement program accessible to the purchasers and providers. Purchasers enter quote solicitation information used by the annuity providers to establish a quote for an annuity. Annuity providers enter a quote in response to the quote solicitation information, and the quote is provided to the purchaser via the annuities placement program. The quote is customized to the annuity purchaser's quote solicitation information. Multiple quotes from multiple providers may be presented to the purchaser for ease of quote comparison. To facilitate such transactions, a discretionary group is established to be a contract holder for each participating annuity provider.
    Type: Grant
    Filed: January 25, 2010
    Date of Patent: June 24, 2014
    Assignee: Hueler Investment Services, Inc.
    Inventor: Kelli Hueler
  • Patent number: 7653560
    Abstract: A system and method for facilitating annuity transactions between annuity purchasers and providers via an annuities placement program accessible to the purchasers and providers. Purchasers enter quote solicitation information used by the annuity providers to establish a quote for an annuity. Annuity providers enter a quote in response to the quote solicitation information, and the quote is provided to the purchaser via the annuities placement program. The quote is customized to the annuity purchaser's quote solicitation information. Multiple quotes from multiple providers may be presented to the purchaser for ease of quote comparison. To facilitate such transactions, a discretionary group is established to be a contract holder for each participating annuity provider.
    Type: Grant
    Filed: April 25, 2002
    Date of Patent: January 26, 2010
    Assignee: Hueler Investment Services, Inc.
    Inventor: Kelli Hueler