U.S. federal trademark · Serial No. 85557792 · Reg. No. 4221636
Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and benefits plans; qualified and non-qualified financial retirement plans; executive compensation and benefits consulting and administration; the design, informal funding and administration of nonqualified executive deferred compensation programs; estate planning; administration of security option plans; administration of defined benefit plans; financial planning and investment advice; insurance brokerage services
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