U.S. federal trademark · Serial No. 88921477 · Reg. No. 6649228
Financial consultation in the field of personalized wealth management plans using life insurance policies, use of life insurance profits for making mortgage payments, and retirement planning; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence; Consulting and information concerning insurance; Financial evaluation for insurance purposes; Providing financial consultation services to teachers and retired teachers
Education services, namely, providing seminars and personalized training in the fields of retirement and wealth management plans; Educational services, namely, conducting programs in the field of wealth management plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.