U.S. federal trademark · Serial No. 88278705
Annuity underwriting services; financial advisory services; providing information about investing, wealth planning, and the financial aspects of retirement; none of the foregoing including tax advisory services or tax documentation preparation services
Educational services, namely, seminars and webinars in the fields of investing and retirement planning, and materials distributed in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.