Filed Dec. 19, 2024

Serial No. 98911796

Examining Attorney null

Class Insurance services, namely, providing insurance rate quotes, underwriting, issuing, claim administration, claim processing, consultation, agency and brokerage services in the fields of property and casualty insurance, business and commercial insurance, commercial general liability insurance, auto insurance, accident insurance, homeowners insurance, flood insurance, fire insurance, motor vehicle insurance, reinsurance, disability insurance, workers compensation insurance, managed health care insurance, long term care insurance, group benefit insurance, group accident insurance, group reinsurance, specialty commercial insurance, marine insurance, cyber insurance, data breach insurance, motorcycle insurance, boat insurance, and for all types of insurance; Insurance services in the nature of loss control management for others; Employee benefits, namely, administrative services for employee benefits in the nature of providing information about employee financial benefit plans and administration of employee benefit plans all provided in connection with financial and insurance benefits and benefit plans; Estate services, namely, estate trust management services and estate planning services; Financial services, namely, financial asset management, financial analysis, financial consultation, financial advice, financial planning, and investment advisory, banking, risk assessment services, and financial portfolio management services; Investment services, namely, investment management, investment advice, investment brokerage, investment consultation, financial asset management and investment advisory services in the fields of mutual funds, college savings, retirement planning, and investment management; Mutual fund services, namely, mutual fund brokerage services, establishing mutual funds for others, brokerage and financial administration of mutual funds, fund investment, fund investment consultation, and mutual fund distribution; Financial risk management services, namely, financial risk management consultation and risk financing services; Sponsorship and philanthropic services, namely, financial sponsorship of athletic events and teams, and cultural events, media and exhibitions focusing on the abilities of all people including people with disabilities; 100; 101; 102

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