U.S. federal trademark · Serial No. 76511828 · Reg. No. 2960332
[ Insurance and financial services marketed and sold to accountants and financial services professionals, namely, group and individual life, disability, accident, health and dental insurance underwriting services; pension planning services; pension and pension fund management; annuity and annuity administration services; trust services, namely, investment and trust company services; investment management services; investment advisory and mutual fund services, namely, managing funds, stocks and bonds and other investments for institutions and the general public; financial services, namely, management of money market funds, trust funds, United States government trust funds and stock funds; ] providing information to others in the field of insurance; [ managing funds, stocks and bonds and other investments for institutions and the general public; administration of cafeteria plans as described in Section 125 of the Internal Revenue Code ]
Educational services marketed and sold to accountants and financial services professionals, namely, conducting courses, classes, workshops and seminars in the fields of insurance, financial services, investment advisory services, and sales, marketing, and demographic trends and activities; [ arranging and conducting educational conferences and symposia in the fields of insurance, financial services, investment advisory services and sales, marketing and demographic trends and activities; vocational education in the fields of insurance, financial services, investment advisory services and sales, marketing and demographic trends and activities; ] and development and dissemination of educational materials in the fields of insurance, financial services, investment advisory services and sales, marketing and demographic trends and activities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.