U.S. federal trademark · Serial No. 75613270 · Reg. No. 2698042
annuities underwriting and payment of annuities; funds investment; trust and custodial services for retirement plans, namely, investment services in the field of mutual funds and individual retirement accounts; administration of employee pension plans; financial services in the nature of an investment security; administration services of insurance in the fields of life, [ health, ] disability, dental, prescription drug, vision and accidental death and dismemberment; administration services for deferred compensation benefit plans, profit sharing plans, cafeteria plans and other employee benefit plans; banking services; consumer loan financing; pension plan consulting; estate planning; financial planning; [ mortgage banking services; ] residential and commercial mortgage lending; [ mortgage brokerage; ] maintaining real estate mortgage escrow accounts; real estate investment services; real estate management; leasing of commercial real estate; financial investment in the field of real estate development
tax consulting services
educational services, namely, conducting seminars in the fields of insurance, employee benefits, retirement planning, financial management investments, tax strategizing, asset accumulation/distribution and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.