U.S. federal trademark · Serial No. 99034355 · Reg. No. 8038093
Insurance services offered in the wealth management industry, namely, insurance eligibility review and verification and insurance consultation, all regarding the origination and administration of health insurance policies and life insurance policies including life insurance policies that provide an investment option for fixed-indexed annuities; Insurance consultation services in the field of the origination and servicing of life insurance polices and related annuities; Financial consultation services in the field of the origination and servicing of life insurance policies and regarding how such policies affect a consumer's wealth management
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