U.S. federal trademark · Serial No. 99065026 · Reg. No. 8218395
Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management; Providing online non-downloadable news articles in the field of finance, insurance, retirement, estates, and wealth management; Providing online newsletters in the field of finance, insurance, retirement, estates, and wealth management via e-mail; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management
Insurance information; Insurance consultation; Financial advisory services; Financial analysis; Financial information; Financial research; Financial services, namely, wealth management services; Estate planning; Financial planning for retirement; Consulting services in the field of employee benefit plans concerning insurance and finance
Business planning; Business strategic planning services; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.