U.S. federal trademark · Serial No. 76486267 · Reg. No. 2998653
Computer software and instructional manuals sold as a unit in the field of financial services for the electronic collection, management, collaboration and transfer of financial information associated with case planning and analysis for financial planning, estate planning, business planning, needs analysis, insurance planning, investment analysis, risk profiling, asset allocation, debt management, long-term care planning, disability income planning, education funding planning, retirement planning, special needs planning, financial analysis using Monte Carlo simulation and Monte Carlo method, insurance policy illustrations and worksite marketing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.