Filed July 30, 2026

Serial No. 50023353

Class Downloadable software; Downloadable software in the field of insurance; downloadable software for insurance policy implementation and administration; Downloadable software in the field of finance and investment; downloadable software for pension and investment management; downloadable software for financial needs analysis; downloadable software for investment analysis; downloadable software for financial and investment portfolio management; Downloadable software in the field of data management; downloadable software for data processing; downloadable software for data migration; downloadable software for data conversion; downloadable software for data display and illustrations; Downloadable software for agency management; downloadable software for electronic applications and e-signature; downloadable software for customer relationship management (CRM); downloadable software for client and agent portals; downloadable software to support product platforms, front-office systems, and back-office systems; Downloadable software used to build investment portfolios in the fields of finance and investment management; downloadable software used to conduct financial analysis and generate reports to assist in the sale of insurance; downloadable software to manage subscriptions to magazines; downloadable software for artificial intelligence integration; Downloadable software for the management of intellectual property rights and royalty payments; downloadable software to manage subscriptions to magazines, programming and development of digital content management systems; Downloadable software for internet marketing; downloadable software to assist in marketing and developing content for others to social media networks; Downloadable AI software; downloadable AI software in the fields of insurance, finance, and investment; downloadable AI software in the field of data management; downloadable AI software for customer management; downloadable AI software with chatbots; downloadable AI software for the automation of operations in the field of insurance, finance, and investment; downloadable AI software for advisory in the fields of insurance, finance, and investment.; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark