BALANCING YOUR LIFE, WEALTH, AND LEGACY
Mark Identification

BALANCING YOUR LIFE, WEALTH, AND LEGACY

Serial Number

86210617

Filing Date

Mar 4, 2014

Registration Date

Nov 11, 2014

Trademark by

TUCKER BOYNTON FINANCIAL GROUP INC.

Active Trademark

Classification Information

Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment in the field of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; Financial planning, namely, executive benefit plans, key person insurance, and buy-sell funding; Financial trust planning; Insurance consulting in the field of life, health, disability, long-term care, variable universal life, annuities and Medicare supplements for individuals; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits industry; Providing information in the field of employee financial benefit plans

Insurance and Financial