U.S. federal trademark · Serial No. 87371843 · Reg. No. 5278582
Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.