U.S. federal trademark · Serial No. 99705935 · Reg. No. 8436300
Financial management; Financial portfolio management; Financial wealth management services; Financial management relating to investments; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Brokerage advisory services relating to insurance; Life insurance brokerage; Providing life insurance information; Financial services in the nature of providing an investment option available for life insurance products; Providing insurance information in the field of life, disability, long-term care, and annuities insurance; Issuance and administration of annuities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Annuity brokerage services; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial retirement plan consulting services; Insurance brokerage in the field of life insurance, disability insurance, long-term care insurance, and annuities.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.