U.S. federal trademark · Serial No. 85948641 · Reg. No. 4795711
Training services in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management; Education services, namely, conducting meetings, classes, seminars, conferences and workshops in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management
Insurance, namely, underwriting services, in the field of life, disability and annuities; Insurance brokerage services; Financial planning, consultation, and management services; Insurance consultation in the field of life, disability and annuities insurance planning; providing an Internet website in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management; Providing monetary service grants to individuals; Charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.