Description of Intellectual Property Analysis Contents

Lincoln is Asserting it's Patent Rights
Lincoln National Life Insurance Company has three patents (one awaiting issue) and two additional pending patent applications all addressingGuaranteed Minimum Withdrawal Benefit (GMWB) type withdrawal benefits — a very popular benefit feature in many variable annuity products.

Lincoln is asserting that two competitors (Transamerica & Jackson Nation Life Insurance Companies) have infringed two of its patents. This action, of course, should make the inventions claimed by Lincoln in these patents of great interest — at least among insurers offering GMWBs or planning to do so.

What is Offered
This Intellectual Property Analysis is intended to provide detail on the inventions claimed by Lincoln and an analysis on the effectiveness of the claims made from the point of view of a person of ordinary skill in the art of the claimed invention, i.e. annuities and payouts made from annuities.   It is intended that this analysis will be very helpful to a better understanding of the IP.


How the IP Analsis is Organized
The Analysis consists of succesive sections designed to provide the reader with increasing depth and detail from the intial Overview through the Annotated IP Appendix.

The Analysis of Independent Claims section addresses in more detail the structure of each of the independent claims and the specific meaning of each of the terms or expressions used.  Since the two issued patents are involved in patent infringement lawsuits, this analysis benefits from the Markman Hearing Opinion & Order for each.  A Markman Hearing addresses claim construction and the meaning of terms and expressions used. A Markman Hearing is usually one of the first steps in a patent infringement action.

The Analysis of Independent Claims section shows the actual claim language with an outline intended to point out critical elements, content, or differences between various versions of the underlying inventions.  It is important to recognize that the actual claim language defines the invention.  The outline provided is an interpretation of this language.

The Analysis of Independent Claims also points out issues or problems with the terms and expressions used in the claims when relevant to an understanding of the claim.  Possible enablement, indefiniteness, obviousness, and prior art issues are addressed when relevant.  The prior art considered is, generally, prior art not previously disclosed or considered in the patent office examination.  Also addressed are apparent defects in some of the claims that might suggest easy work arounds or may cause one to question validity. 

The Annotated IP Appendices provide even more detailed comment on the specification and claim language, defects caused by applicant, and patent office errors left uncorrected by the applicant.  The Annotated IP shows the original patent/application language in the left column and informative annotations pointing out background, comment, or inconsistencies regarding that language in the right column.

The Prior Art Appendices document and explain prior art which may be relevant to the Lincoln claims not previously disclosed or considered during patent prosecution. Appropriate fair use quotes are provided which show the relevance of the prior art to the Lincoln claimed inventions.

Format
The Intellectual Property Analysis is delivered as a 200 page printed document with additional resource material supplied on a CD ROM.  It analizes 15 independent claims and the specification language from which these claims were drawn.

Sample pages from the Intellectual Property Analysis can be viewed by clicking on the appropriate button above.