U.S. federal trademark · Serial No. 88675762 · Reg. No. 6099756
Providing personal estate planning services; financial and insurance services and consultancy, namely, wealth management services, estate planning, investment planning being financial planning and investment plan advisory services, insurance consultancy relating to choosing the right Medicare supplement insurance, estate planning in the field of social security tax reduction, retirement financial planning, individual retirement account (IRA) services and financial retirement consulting services in the field of required minimum distributions, administration of life insurance policies, securities lending services, financial trust planning for long term financial care, allocation of assets being financial asset management, financial and insurance consultancy in the field of understanding Medicare insurance eligibility status and related information, veteran's healthcare insurance benefits, social security benefit claims maximization consultation, insurance consultancy in the field of auto and homeowners insurance, and providing a website featuring educational information in the field of business insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.