U.S. federal trademark · Serial No. 86745875 · Reg. No. 4940986
brokerage and consulting services for employee benefits concerning insurance and finance, namely, health insurance, ancillary insurance and retirement plans; brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; brokerage services for property and casualty insurance; brokerage services for annuities, disability, long term care and life insurance; insurance brokerage services for financial institutions; insurance agency services; advisory services in the fields of investment, wealth management, retirement planning and life insurance settlement; advisory services in the fields of broker-dealers insurance brokerage, registered financial investments, mutual funds, securities, annuities, alternative financial investments, hedge funds, options, and separate retirement account management; and financial due diligence services for investment products and managers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.