U.S. federal trademark · Serial No. 99150958
Platform as a service (PAAS) featuring computer software platforms for use in the insurance industry, namely annuities, to facilitate the creation, execution, and maintenance of the annuity sales process, including onboarding, appointment, illustration, application, contract issuance, maintenance, and user support; Software as a service (SAAS) featuring computer software platforms for use in the insurance industry, namely annuities, to facilitate the creation, execution, and maintenance of the annuity sales process, including onboarding, appointment, illustration, application, contract issuance, maintenance, and user support; Software as a services (SAAS) services featuring software using artificial intelligence (AI) for use in software development and Large Language Models (LLMs) to assist with servicing of insurance business practices, namely annuities; Development of computer platforms; Providing online non-downloadable computer software platforms for the selling and management of annuity contracts by internal support team, external sales people, and end users.
Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services, namely providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment consultation; Investment management; Capital investment; Investment advisory services; Capital investment consulting; Fund investment consultation; Funds investment; Providing information regarding financial investment strategies; insurance investment services; Capital investment consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.