Trademark Overview
On Tuesday, September 16, 2025, a trademark application was filed for CERTIFIED LIFETIME INCOME PLANNER with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED LIFETIME INCOME PLANNER trademark a serial number of 99395690. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, September 16, 2025. This trademark is owned by Simplicity Financial Marketing Holdings, Inc.. The CERTIFIED LIFETIME INCOME PLANNER trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
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
providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products
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
