U.S. federal trademark · Serial No. 97058874
Consulting services in the field of retirement plan fiduciary compliance
Product development in the field of life insurance; product development in the field of annuity; product development in the field of mutual funds
Life insurance underwriting, issuance and administration; Annuity underwriting, issuance and administration; Mutual fund issuance and administration; Financial administration of Retirement Plans; Structured settlement underwriting, issuance and administration; investment management services, namely, Stable value wrap provider; financial consulting concerning guaranty Investment contract issuance and funding agreements; Insurance and insurance-related services rendered to corporate and other commercial and individual clients, namely, insurance risk management services, self-insurance services, actuarial services, administrative services, loss adjustment services; financial management and administration of health care plans for others; Insurance claims processing services; financial trust administration services; Reinsurance underwriting; Investment Advisory services; Broker-Dealer services in the field of insurance; financial planning, Investment management; financial asset management; Pension, Investment, direct equity and Mutual Fund management and financial sponsorship; Maintaining separately managed accounts, namely, retirement and financial accounts; Derivatives Services being online trading of financial instruments; Financial services, namely, operation of commodity pools for others; Transfer agency services rendered to issuers of investment securities; Pension, insurance, and financial benefit plan risk management and administration; Financial services, namely, investment of funds for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.