COPIA WEALTH MANAGEMENT INSURANCE

Brand Owner Address Description
COPIA WEALTH MANAGEMENT & INSURANCE SERVICES DAWSON, ELISABETH 2333 CAMINO DEL RIO SOUTH SUITE 240 SAN DIEGO CA 92108 COPIA WEALTH MANAGEMENT AND INSURANCE SERVICES;Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, assisting clients in devising ways to save monies for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the financial planning industry; Consulting and information concerning insurance; Financial evaluation for insurance purposes; On-line financial planning services; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing information in insurance matters;WEALTH MANAGEMENT & INSURANCE SERVICES;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. Methods and apparatus for selecting an insurance carrier for an online insurance policy purchase are disclosed. A user at a client device, such as a personal computer connected to the Internet, receives a plurality of business insurance quotes with minimal data input requirements. A plurality of insurance carriers are narrowed down to a few relevant insurance carriers based on the user's zip code, standard industrial code (SIC), desired insurance products, a small number of "kill" questions, and a customized insurance application which is dynamically generated in response to previous answers.