U.S. federal trademark · Serial No. 86148119 · Reg. No. 4583822
Education services, namely, providing classes, seminars, conferences, and workshops in the field of financial investment, financial planning, employee benefits, insurance and distribution of course material in connection therewith
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.