U.S. federal trademark · Serial No. 88785625 · Reg. No. 6342860
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory, counseling and consulting services in the field of executive benefits for life insurance, disability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services
Business consulting and advisory services in the areas of enterprise value maximization, and enterprise value monetization via ownership liquidation and internal succession planning, and strategies employing key employee benefit and retention programs; insurance product placement, namely, connecting buyers and sellers of insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.