U.S. federal trademark · Serial No. 76402500 · Reg. No. 2774750
Business consulting and business marketing consulting services, namely assisting insurance agents, insurance brokers, registered investment advisors, financial planners and insurance advisors in designing employee compensation and benefit plans for existing and prospective clients, and in marketing and selling such plans, responding to client inquiries regarding such plans, and complying with laws and regulations governing such plans; business consulting provided to accountants and lawyers as to how they can best meet the needs of clients in the financial services industry
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