U.S. federal trademark · Serial No. 77719468 · Reg. No. 4123403
[ Computer software for use by financial and insurance advisors and their clients, namely, software for calculating financial needs analyses, as well as the effect of assets, income, and investments on those needs for use in the fields of financial planning, estate planning, insurance planning, retirement planning, business planning, financial needs analysis and business worksite marketing ]
Providing temporary use of non-downloadable computer software for use by financial and insurance advisors and their clients, namely, software for calculating financial needs analyses, as well as the effect of assets, income, and investments on those needs for use in the fields of financial planning, estate planning, insurance planning, retirement planning, business planning, financial needs analysis and business worksite marketing
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