FUTURECHOICE

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 04 Mar 2025 filing date already counts against anyone who files later.

Record

Serial number

99066639

Mark type

Stylized text

Filed

04 Mar 2025

Attorney of record

Kenneth D. Suzan

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software in the nature of interactive mobile applications for providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, research papers, reports, research reports, and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving
• Class 035 — Advertising and business services: Providing account management information regarding retirement plans accounts in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; record keeping of advisor, sponsor and participant data in connection with employee retirement plans for others; data processing services related to contributions, disbursements and transactions in connection with employee retirement plans for others
• Class 036 — Insurance and financial services: Financial advisory services relating to employee retirement plans, namely, providing financial information regarding retirement plans in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; financial administration of employee retirement plans for others; electronic processing of financial contributions, disbursements and transactions in connection with employee retirement plans for others; funds investment services for others; Financial management in the field of employee retirement plans; financial administration services for the implementation of employee retirement plans
• Class 041 — Education and entertainment services: Educational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and providing printable materials in connection therewith; educational services, namely, providing on-line nondownloadable publications, namely, newsletters, articles and brochures in the field of retirement planning
• Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants

Owner

• The Manufacturers Life Insurance Company, Toronto, CA

Prosecution history

• 30 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 27 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 27 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 27 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 06 Jan 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 06 Jan 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 07 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 07 Oct 2025 — NON-FINAL ACTION E-MAILED
• 07 Oct 2025 — NON-FINAL ACTION WRITTEN
• 07 Oct 2025 — ASSIGNED TO EXAMINER
• 06 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 04 Mar 2025 — NEW APPLICATION ENTERED
• 04 Mar 2025 — APPLICATION FILING RECEIPT MAILED