CERTIFIED LIFETIME INCOME PLANNER
Live / Applied — Non-final action mailed (as of 04 Dec 2025)
What this means for you
Not registered yet, but its 16 Sept 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99395690
- Mark type
- Stylized text
- Filed
- 16 Sept 2025
- Attorney of record
- Peter J. Hardin
Goods and services
- Class 035 — Advertising and business services: marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products
- Class 036 — Insurance and financial services: providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products
- Class 041 — Education and entertainment services: educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning
Owner
- Simplicity Financial Marketing Holdings, Inc., Summit, NJ, US
Prosecution history
- 04 Mar 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 04 Mar 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 04 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Dec 2025 — NON-FINAL ACTION E-MAILED
- 04 Dec 2025 — NON-FINAL ACTION WRITTEN
- 03 Dec 2025 — ASSIGNED TO EXAMINER
- 16 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 16 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Sept 2025 — NEW APPLICATION ENTERED