U.S. federal trademark · Serial No. 99368700
Administration of employee benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance; Insurance agencies in the field of life insurance and legacy protection insurance; Insurance consulting in the field of life insurance, long-term-care insurance, and inter-generational wealth transfer planning insurance; Investment consultation in the fields of residential real estate for tiny-house communities and income producing property; Financial advisory and consultancy services, namely, creating personalized strategies for achieving generational wealth through cash value life insurance, real estate co-investment, and charitable legacy trusts; Providing financial consultation services to families, caregivers, and small-business owners regarding life insurance leverage and legacy building roadmaps; Financial information provided by electronic means in the fields of life insurance, legacy building, generational wealth, and real estate co-investment; Financial investment in the field of residential real estate for tiny-house communities and life insurance backed investments; Insurance consultation; Insurance consultancy; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Processing, administering and managing employee benefit plans concerning insurance and finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their money
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.