U.S. federal trademark · Serial No. 86269769 · Reg. No. 4765733
Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of [ life, ] health, disability, [ annuities, ]and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services [; reinsurance underwriting services ]
Providing temporary use of non-downloadable software that allows users to organize, integrate and manage on one comprehensive digital platform their personal finances for purposes of personal financial, retirement, investment, and insurance planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.