U.S. federal trademark · Serial No. 77121126
Computer software for personal financial planning and estate planning
Insurance underwriting in the field of life, medical, long-term care, disability, annuities, property and casualty, business continuation, and business overhead expense; insurance brokerage services; financial analysis and consultation services; insurance consultation services; investment management and consultation services; mutual fund investment services; banking services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other organizations, institutions, communities, and church congregations
Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops and seminars; online training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, and faith and family matters; education in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters rendered through video conference
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.