U.S. federal trademark · Serial No. 76390658
PROVIDING FINANCIAL, INSURANCE, AND INVESTMENT ADVICE AND SERVICES; NAMELY ESTATE PLANNING, FINANCIAL ANALYSIS, PLANNING, AND CONSULTATION, IN PART THROUGH THE USE OF SURVEYS, WHICH INCLUDE COLLECTING RESPONSES, ANALYZING, AND REPORTING CUSTOMIZED FINANCIAL PREPAREDNESS RESULTS IN FINANCIAL AREAS; NAMELY, ESTATE PLANNING, HEALTHCARE PLANNING, INCOME SUFFICIENCY, RISK EXPOSURE, AND INDEBTEDNESS; UNDERWRITING FIXED ANNUITIES AS WELL AS LIFE INSURANCE
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