U.S. federal trademark · Serial No. 85056251 · Reg. No. 4013558
Insurance agency and brokerage; Insurance information and consultancy; Brokerage services for stocks and bonds; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial asset management; Administration of employee welfare benefit plans concerning insurance and finance; Administration of employee pension plans; Estate planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Business succession planning; Business management consultation in the field of executive compensation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.