U.S. federal trademark · Serial No. 78021600 · Reg. No. 3149332
Business succession planning; Business Consultation Services in the field of human resources development and management
Insurance services for businesses, namely, administration of comprehensive property and casualty insurance, risk management, underwriting in the field of life, health, accident, and disability; group life, health and disability insurance; insurance brokerage services; insurance claims administration; [ actuarial services; ] transportation risk management; providing information advisory and consultation services in the field of insurance and financial management; financial planning and consulting, namely, employee pension plan administration and consultation services, employer-sponsored IRA plans and qualified retirement plans consultation; [ 401(k) plan ] design, installation, [ administration ] and fund management services; investment consultation, planning and management; estate planning and asset management; employee benefit plan consultation and administration; [ annuities underwriting; capital investment consultation; ] Devising and implementing wealth transfer strategies for others; Administration of executive benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.