U.S. federal trademark · Serial No. 85237023 · Reg. No. 4210842
Business consulting services, namely, business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, business marketing services to insurance agents, financial planners, and financial aid advisors and promoting financial products of others to insurance agents and financial planners through the distribution of marketing brochures, flyers and advertisements
Educational services, namely, providing training courses in financial planning and marketing
Financial planning strategy services; insurance brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.