U.S. federal trademark · Serial No. 78541950 · Reg. No. 3345171
financial and insurance services, namely life insurance and annuity underwriting services; financial services in the nature of annuity investment; financial and insurance services, namely administration and management of annuity contracts and consultation in the field of developing annuity products for others; financial consultation, namely mutual fund advisory services; mutual fund investment; establishing mutual funds for others; financial planning and investment advisory services; institutional investment management services; investment planning services, namely investment consultation and advice; providing investment and employee benefit programs, namely deferred compensation for private, public and tax exempt employers and their employees; and offering individual retirement accounts for individual retirement
record keeping services for 401(a), 401(k), 403(b), 457, and 529 plans and simplified employee pension plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.