U.S. federal trademark · Serial No. 86236526
A retirement income planning approach which includes a calculator with a focus on living benefits in annuities and their impact on an individual's income and assets. It allows the user to analyze a complex situation with minimal input. It shows the impact of linear vs. sequential returns on your retirement income and overall assets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.