U.S. federal trademark · Serial No. 99408075
Software as a service (SAAS) services featuring software for retirement planning, namely, providing an online platform for financial education, income planning, product discovery, monitoring and personalized retirement recommendations; providing temporary use of nondownloadable software using artificial intelligence for generating retirement plans, financial projections, alerts and investment insights;
Downloadable computer software platforms for retirement planning, namely, providing tools for financial education, income planning, product discovery, monitoring and personalized retirement recommendations; downloadable software using artificial intelligence for generating retirement plans, financial projections, alerts and investment insights; downloadable software providing consumer-facing education and planning in the fields of annuities, retirement, life insurance and wealth management.
Business research and data analysis services in the field of insurance, retirement and wealth management, namely, providing predictive modeling, market intelligence and business analytics for annuity, life-insurance and retirement products.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.