Filed Sept. 2, 2025

Serial No. 99370447

Examining Attorney JOHN M GARTNER

Class Insurance brokerage; Annuity brokerage services; Investment advisory services; Financial planning; Estate planning; Financial advisory and consultancy services in the fields of life, variable life, disability, and long-term care insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Providing information in the field of financial planning in connection with variable and non-variable annuities and servicing of brokerage and investment advisory products; Financial planning, namely, fee-based financial planning; 100; 101; 102

Case Type Service mark