U.S. federal trademark · Serial No. 97248954
Annuity services, namely, account and investment administration; Estate planning; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance information; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters
Business training consultancy services; Business training in the field of business development and business operation in the field of estate planning; Education services, namely, providing non-downloadable webinars in the field of tax preparation; Educational services, namely, conducting classes, seminars, and workshops in the field of estate planning; Educational services, namely, conducting classes, seminars, and workshops in the field of operating an estate planning business
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.