U.S. federal trademark · Serial No. 78574150 · Reg. No. 3230957
Financial services, namely financial and retirement planning; annuity services, namely investment management of and distribution of annuities, and the brokerage of qualified and non-qualified annuities for companies, government organizations, groups, and individuals; providing annuity information to companies, government organizations, groups, and individuals; providing annuity quotes to companies, government organizations, groups, and individuals; brokering annuities for companies, government organizations, groups, and individuals; financial planning, namely retirement planning services; brokerage services in the field of life insurance based products, long term care and contracts, and life contingency based contracts for the insurance marketplace; insurance services, namely insurance brokerage and the brokerage of insurance based products and programs; and financial investment advisory services
[ Financial investment educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial and retirement planning, and distributing course materials in connection therewith ]
Goods or services relating to price quotations, namely providing price quotes from third party entities to companies, government organizations, groups, and individuals; and tax analysis planning and preparation services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.