U.S. federal trademark · Serial No. 99902936
Providing life insurance information; Estate planning; Financial consultancy and insurance consultancy; Estate trust planning; Financial trust planning; Wealth transfer planning; Financial advice relating to tax; Financial advice relating to income tax; Financial retirement plan consulting services; Monetary strategy consultation and research; Insurance brokerage in the field of life and annuity insurance; Financial consultation in the field of life insurance, retirement income, tax strategy, and estate planning; Administration of retirement, estate, and tax strategy plans concerning insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.