Trademark Search  /  CERTIFIED LIFETIME INCOME PLANNER

CERTIFIED LIFETIME INCOME PLANNER

● Live · Pending

U.S. federal trademark · Serial No. 99395690

Mark
CERTIFIED LIFETIME INCOME PLANNER
Status
Pending
Serial Number
99395690
Filing Date
September 16, 2025
Class(es)
Class 035, Class 036, Class 041

Owner

Simplicity Financial Marketing Holdings, Inc.
03 · Summit, NJ, US

Goods & Services

marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products

educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning

providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.