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SMARTANNUITY

99422831 | Trademark

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Filed Oct. 1, 2025
Serial No. 99422831
Examining Attorney ANNA C BURDECKI
Class Financial services, namely, financial analysis, financial illustration and projections being financial planning, and financial evaluation of fixed income financial products; Providing financial recommendations being financial advice for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the fields of suitability analysis and replacement advice for fixed income financial products; Financial analysis in the fields of comparison of fixed income financial products, fee structures, surrender charges, and benefit features; Financial services, namely, financial planning in the fields of database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms; 100; 101; 102
SMARTANNUITY
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 13 hours ago
Filing Date # Docket Text