Filed May 29, 2026

Serial No. 99853067

Examining Attorney null

Class annuity brokerage services; insurance consulting; insurance needs analysis; financial risk assessment services; retirement planning; retirement income planning; legacy planning; estate planning consultation; income protection planning; business insurance consulting, namely, key person insurance, buy-sell agreement funding, and executive bonus life insurance strategies; Insurance agencies in the field of fixed annuities, indexed annuities, growth annuities, retirement income annuities, and income annuities; Life insurance brokerage services; Insurance consultancy in the field of life insurance, final expense insurance, retirement planning, wealth preservation, and annuities; Insurance services, namely, underwriting, issuance and administration of life insurance, final expense insurance, simplified issue life insurance, guaranteed issue life insurance, disability insurance, and critical illness insurance; Financial services, namely, annuity underwriting, issuance, administration, and consultation services; Financial planning and retirement planning services featuring annuities and insurance products; Providing financial information and consultation in the field of life insurance, retirement income strategies, estate planning, and annuities; Brokerage services for annuities and retirement income products; Insurance information and consultation services related to wealth transfer, estate preservation, and retirement income planning; Financial services, namely, investment consultation relating to insurance-based financial products and retirement solutions; Insurance agency and brokerage services in the fields of life insurance, term life insurance, whole life insurance, universal life insurance, indexed universal life insurance, disability insurance, long-term care insurance, annuities, final expense insurance, simplified issue life insurance, guaranteed issue life insurance, mortgage protection insurance, critical illness insurance, health insurance; 100; 101; 102; 100; 101; 107

Case Type Service mark