Patents by Inventor Kelli Hueler

Kelli Hueler has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Independent Annuity Placement System and Method
    Publication number: 20140304194
    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: Application
    Filed: June 24, 2014
    Publication date: October 9, 2014
    Inventor: Kelli Hueler
  • Independent annuity placement system and method
    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
  • Independent annuity placement system and method
    Patent number: 8352293
    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: January 8, 2013
    Inventor: Kelli Hueler
  • INDEPENDENT ANNUITY PLACEMENT SYSTEM AND METHOD
    Publication number: 20110270726
    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: Application
    Filed: May 3, 2011
    Publication date: November 3, 2011
    Inventor: Kelli Hueler
  • Independent Annuity Placement System and Method
    Publication number: 20100125465
    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: Application
    Filed: January 25, 2010
    Publication date: May 20, 2010
    Inventor: Kelli Hueler
  • Independent Annuity Placement System and Method
    Publication number: 20100121659
    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: Application
    Filed: January 25, 2010
    Publication date: May 13, 2010
    Inventor: Kelli Hueler
  • Independent annuity placement system and method
    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
  • Independent annuity placement system and method
    Publication number: 20030004844
    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: Application
    Filed: April 25, 2002
    Publication date: January 2, 2003
    Inventor: Kelli Hueler