| Serial Number | 99061013 |
| Word Mark | PERFECT PLAN |
| Filing Date | Friday, February 28, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, August 12, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Entertainment services, namely, providing podcasts in the fields of insurance, finance, benefits, and financial planning |
| Goods and Services | Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; financial retirement plan consultancy services; financial planning and investment advisory services; financial planning consultation; wealth management services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial portfolio analysis services; information, advisory, and consultancy services in the fields of employee benefits, executive benefits, employee financial benefit plans, and compensation plans and packages; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 28, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 1, 2024 |
| First Use In Commerce Date | Friday, March 1, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 28, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, March 1, 2024 |
| First Use In Commerce Date | Friday, March 1, 2024 |
| Party Name | Schiff Executive Benefits, LLC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newtown, PA 18940 |
| Event Date | Event Description |
| Friday, February 28, 2025 | NEW APPLICATION ENTERED |
| Friday, February 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, July 21, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, August 12, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 12, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 21, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, October 21, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, October 23, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Thursday, October 23, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |
| Tuesday, December 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |