U.S. federal trademark · Serial No. 86875959
Educational and training services, namely, conducting meetings, classes, conferences and workshops in the field of financial planning and management, insurance planning and management, life and retirement planning and management and estate and charitable planning
Fraternal insurance services, namely, underwriting services, in the field of life, medical, long-term care, disability and annuities; insurance brokerage services; insurance consultation services; issuance and administration of annuities; life planning; financial analysis, planning, consultation, and management services; retirement planning services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities; charitable foundation services, namely, providing fundraising activities, supplemental funding, scholarships and financial assistance for programs and services of others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.