U.S. federal trademark · Serial No. 99395678
marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products
educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning
providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.