Serial 87277778

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Sept 2024)

What this means for you

Registered since 20 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87277778
Registration number
5408672
Mark type
Design / logo
Filed
22 Dec 2016
Published for opposition
02 May 2017
Registered
20 Feb 2018
Attorney of record
Kristen McCallion

Goods and services

  • Class 016 — Paper goods and printed matter: Newsletters on the subject of insurance and financial matters
  • Class 035 — Advertising and business services: Charitable services, namely, organizing and conducting volunteer programs and community service projects in support of organizations selected by employees through an employee-driven community investment program; Business research and data analysis services in the fields of retirement planning, employee benefit plans, life insurance benefits, healthcare benefits, and insurance; Business risk assessment services, namely, determining future insurance and employee benefit costs for businesses; Business risk management consultation, namely, consultation in the field of business insurance liabilities; Tracking and monitoring insurance compliance for business purposes
  • Class 036 — Insurance and financial services: Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, annuity underwriting, insurance, securities brokerage, and employee benefit plans and pension plans, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, fiduciary representatives services, financial analysis and consultation, life insurance underwriting, investment advice and management services, money management services, mutual fund investment services, pooled investment fund management, underwriting reinsurance, estate trust management and planning services, securities underwriting and securities brokerage, and electronic fund transfers
  • Class 041 — Education and entertainment services: Educational services, namely, providing web-based workshops and training to benefits professionals and employers in the field of workplace benefit planning in the nature of retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing a website featuring blogs and non-downloadable videos, articles and brochures in the field of workplace benefit planning, namely, retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing educational presentations to individuals relating to financial planning and financial services, investments, debt management, savings, retirement plans, life insurance, disability income and estate planning and printable materials distributed therewith
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring non-downloadable employee benefits software for selecting health, retirement, and life insurance products; Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans; Providing a website featuring on-line non-downloadable software for research and analysis that enables users to predict future business costs and project the effectiveness of cost-cutting measures in the fields of financial, investment and retirement planning, employee benefit plans, life insurance benefits, healthcare benefits, insurance and business and financial risk assessment and planning

Owner

Prosecution history

  • 03 Sept 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 03 Sept 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Sept 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Feb 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 20 Feb 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Feb 2018 — REGISTERED-PRINCIPAL REGISTER
  • 19 Jan 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 18 Jan 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 12 Jan 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 27 Dec 2017 — USE AMENDMENT FILED
  • 12 Jan 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 27 Dec 2017 — TEAS STATEMENT OF USE RECEIVED
  • 27 Jun 2017 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 02 May 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 May 2017 — PUBLISHED FOR OPPOSITION

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