Trademark Overview
On Sunday, August 25, 2024, a trademark application was filed for IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS with the United States Patent and Trademark Office. The USPTO has given the IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS trademark a serial number of 98716124. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, August 26, 2024. This trademark is owned by iPlan, LLC. The IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial invest...
