U.S. federal trademark · Serial No. 99408078
Providing temporary use of on-line non-downloadable cloud computing software for financial advisors, insurance carriers and financial institutions to access product data, use compliance tools, manage retirement product distribution, prepare suitability documentation, perform annuity placement and compliance automation, and obtain predictive modeling and market intelligence for insurance and retirement products; Software as a service (SAAS) services featuring software for use by financial advisors and insurance carriers for retirement planning and compliance managementt
Business data analysis services in the field of insurance and retirement financial products for insurance carriers and financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.