U.S. federal trademark · Serial No. 97849146
Providing broker-dealer financial services in the field of securities exchanges and over the counter markets; financial advisory and consultation services; financial advisory and consultancy services; investment advisory services; outsource service provider in the field of insurance administration, financial administration of retirement plans, and investment management; providing insurance brokerage and insurance agency services; providing insurance information and consultation services; developing insurance policies for insurance brokers and insurance carriers
Business consulting services, namely, providing business intelligence services to others in the development, marketing and distribution of life, health, long-term care, final expense, and commercial insurance products and retirement products; providing insurance related lead generation services; outsource service provider, namely, operation of telephone call centers for others
providing insurance educational services, namely, educational services in the nature of insurance courses
Providing temporary use of online, non-downloadable enterprise software for customer relationship management, namely, for managing health care data for clients; Providing non-downloadable online software for researching insurance and Medicare coverage options, for providing insurance and Medicare quotes, and for enrolling clients into insurance and Medicare coverage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.