Trademark: 87424675
Status Date
Tuesday, July 31, 2018
Registration Number
5531271
Registration Date
Tuesday, July 31, 2018
Filing Date
Tuesday, April 25, 2017
Published for Opposition
Tuesday, September 19, 2017
41 Educational services, namely, providing web-based workshops and training to benefits professionals and employers in the field of workplace benefit planning in the nature of retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing a website featuring blogs and non-downloadable videos, articles and brochures in the field of workplace benefit planning, namely, retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing educational presentations to individuals relating to financial planning and financial services, investments, debt management, savings, retirement plans, life insurance, disability income and estate planning and printable materials distributed therewith
36 Insurance and financial services, namely, administrative services in the field of insurance, annuity underwriting, securities brokerage, and employee benefit plans and pension plans; broker-dealer services, namely, financial transactions of securities products, namely, stocks, bonds, mutual funds and unit investment trust; mutual fund distribution services; fiduciary representatives services; financial analysis and consultation; life insurance underwriting; investment advice and management services; money management services; mutual fund investment services; pooled investment fund management; underwriting reinsurance; estate trust management and planning services; securities underwriting and securities brokerage; and electronic fund transfers
35 Charitable services, namely, organizing and conducting volunteer programs and community service projects in support of organizations selected by employees through an employee-driven community investment program; Business research and data analysis services in the fields of retirement planning, employee benefit plans, life insurance benefits, healthcare benefits, and insurance; Business risk assessment services, namely, determining future insurance and employee benefit costs for businesses; Business risk management consultation, namely, consultation in the field of business insurance liabilities; Tracking and monitoring insurance compliance for business purposes
Jul 31, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 31, 2018
Registered-Principal Register
Jun 28, 2018
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 27, 2018
Allowed Principal Register - Sou Accepted
Jun 7, 2018
Statement Of Use Processing Complete
May 14, 2018
Use Amendment Filed
Jun 4, 2018
Case Assigned To Intent To Use Paralegal
May 14, 2018
Teas Statement Of Use Received
Nov 14, 2017
Noa E-Mailed - Sou Required From Applicant
Sep 19, 2017
Official Gazette Publication Confirmation E-Mailed
Sep 19, 2017
Published For Opposition
Aug 30, 2017
Notification Of Notice Of Publication E-Mailed
Aug 6, 2017
Approved For Pub - Principal Register
Aug 5, 2017
Teas/Email Correspondence Entered
Aug 4, 2017
Correspondence Received In Law Office
Aug 4, 2017
Teas Response To Office Action Received
Jul 21, 2017
Notification Of Non-Final Action E-Mailed
Jul 21, 2017
Non-Final Action E-Mailed
Jul 21, 2017
Non-Final Action Written
Jul 21, 2017
Assigned To Examiner
May 3, 2017
Notice Of Pseudo Mark E-Mailed
May 2, 2017
New Application Office Supplied Data Entered
Apr 28, 2017
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
