THE LIFT STRATEGY. PLAN SMART. GROW WEALTH. LEAVE A LEGACY. LEVERAGE INCOME FOR FUTURE TAX-FREE INCOME. LIFT WEALTH TV OR LIFT WEALTH INFLUENCER. LIFT WEALTH STRATEGY Trademark
Trademark Overview
On Friday, October 31, 2025, a trademark application was filed for THE LIFT STRATEGY. PLAN SMART. GROW WEALTH. LEAVE A LEGACY. LEVERAGE INCOME FOR FUTURE TAX-FREE INCOME. LIFT WEALTH TV OR LIFT WEALTH INFLUENCER. LIFT WEALTH STRATEGY with the United States Patent and Trademark Office. The USPTO has given the THE LIFT STRATEGY. PLAN SMART. GROW WEALTH. LEAVE A LEGACY. LEVERAGE INCOME FOR FUTURE TAX-FREE INCOME. LIFT WEALTH TV OR LIFT WEALTH INFLUENCER. LIFT WEALTH STRATEGY trademark a serial number of 99472613. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, May 25, 2026. The THE LIFT STRATEGY. PLAN SMART. GROW WEALTH. LEAVE A LEGACY. LEVERAGE INCOME FOR FUTURE TAX-FREE INCOME. LIFT WEALTH TV OR LIFT WEALTH INFLUENCER. LIFT WEALTH STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:
Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
General Information
| Serial Number | 99472613 |
| Word Mark | THE LIFT STRATEGY. PLAN SMART. GROW WEALTH. LEAVE A LEGACY. LEVERAGE INCOME FOR FUTURE TAX-FREE INCOME. LIFT WEALTH TV OR LIFT WEALTH INFLUENCER. LIFT WEALTH STRATEGY |
| Filing Date | Friday, October 31, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Monday, May 25, 2026 |
| 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 |
Trademark Statements
| Goods and Services | Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products |
Classification Information
| 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, October 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2025 |
| First Use In Commerce Date | Wednesday, January 1, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | PARKLAND, FL 33076
US |
Trademark Events
| Event Date | Event Description |
| Friday, October 31, 2025 | NEW APPLICATION ENTERED |
| Friday, October 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, November 2, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 16, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 23, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 23, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 23, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 25, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 25, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 25, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
