U.S. federal trademark · Serial No. 88119212 · Reg. No. 6093502
Educational services, namely, conducting educational seminars, workshops, conferences, and lectures in the fields of professional development, and business development, and including the distribution of course materials in connection therewith; training in the field of professional development; business training and development training regarding the establishment and building of client relationships; life coaching services in the field of business development; educational services, namely, one-on-one business mentoring in the field of business development; professional coaching services in the field of business development; training, namely, training of financial advisors in the areas of selling strategies, personal selling skills and tools, knowledge of annuity products and services, and business and prospect development; Business training, educational services, namely, one-on-one advisor mentoring, group advisor seminars and presentations regarding strategy and tactics to initiate instructional advisor programs that engage clients and prospects, and professional coaching services in the fields of understanding audience demographics and behavioral finance, networking, lead tracking, business strategy, sales, client relationships and communication, social media presence and strategies, referrals and referral programs, content marketing, seminar strategies, business partnerships, and client customer service, and distribution of course material in connection therewith; the foregoing being provided to appointed insurance and brokerage licensed financial advisors offering annuity products
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