U.S. federal trademark · Serial No. 75250841
insurance services, namely, insurance brokerage, insurance claims processing, insurance consultation, and insurance underwriting in the field of individual life insurance and annuities, health insurance, employee benefits, retirement plans, and life and health reinsurance; banking services; financial services, namely, mutual fund investment, distribution, and brokerage services and mortgage servicing
financial education programs, namely, conducting seminars in the financial field and distributing course materials in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.