U.S. federal trademark · Serial No. 99374616
Software as a service (SAAS) services featuring software for non-downloadable software for use in client acquisition, marketing automation, recruiting, and financial services management; development, deployment, and maintenance of proprietary digital platforms for financial professionals and advisory firms; providing online non-downloadable software tools for insurance quoting, CRM integration, recruiting workflows, and business analytics.
Financial consultation in the field of Financial consulting and insurance brokerage services; advisory services in the fields of life insurance, health insurance, property and casualty insurance, and group benefits; insurance case design, underwriting support, and back-office financial planning services for independent advisors and firms.
Business consulting services in the field of Business consulting, marketing strategy, branding services, and recruitment services for financial professionals and advisory firms; advertising and promotion services; lead generation; talent acquisition and placement; business development consulting for financial services enterprises.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.