U.S. federal trademark · Serial No. 99187549
Providing on-line non-downloadable software for accessing insurance and financial information, tools, and resources to customize, evaluate, plan, monitor, and manage insurance policies, financial data and records, financial products, and financial goals and outcomes
Downloadable software in the nature of a mobile application for accessing insurance and financial information, tools, and resources to customize, evaluate, plan, monitor, and manage insurance policies, financial data and records, financial products, and financial goals and outcomes
Financial planning for retirement; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting, issuance and administration of annuities; Financial information and advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.