Patents by Inventor William Theodore OVERMAN

William Theodore OVERMAN 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).

  • Method and System for for Financial Planning
    Publication number: 20110066474
    Abstract: A method and system for financial planning are provided. A first financial plan is prepared via a financial planning engine executing on a server for presenting to a customer via a customer interface. A second financial plan is prepared via the financial planning engine for presenting to a financial advisor via an advisor interface.
    Type: Application
    Filed: November 25, 2009
    Publication date: March 17, 2011
    Applicant: EMERGING INFORMATION SYSTEMS INC.
    Inventors: William Theodore OVERMAN,, James Lee HARDEMAN, Joel Craig THEMMEN, Paul Jacob THIESSEN, William Troy WALKER,, Dilip Arun OGALE, Alan Thomas CROCKER,
  • METHOD AND SYSTEM FOR FINANCIAL PLANNING LEAD MANAGEMENT
    Publication number: 20100312603
    Abstract: A method and system for financial planning lead management is provided. Customer inputs provided by a customer via a customer interface are received. The customer is presented with a financial plan based on the customer inputs. The customer inputs are communicated to a lead management tool executing on a server for assignment of the customer to a financial advisor.
    Type: Application
    Filed: June 4, 2009
    Publication date: December 9, 2010
    Applicant: EMERGING INFORMATION SYSTEMS, INC.
    Inventors: William Theodore OVERMAN, James Lee Hardeman