VALUE OF INCOME PLANNING Trademark

Trademark Overview


On Thursday, February 28, 2019, a trademark application was filed for VALUE OF INCOME PLANNING with the United States Patent and Trademark Office. The USPTO has given the VALUE OF INCOME PLANNING trademark a serial number of 88320019. The federal status of this trademark filing is REGISTERED as of Tuesday, November 26, 2019. This trademark is owned by Allianz Life Insurance Company of North America. The VALUE OF INCOME PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing conferences, teleconferences, web-casts, workshops and mentoring in the fields of professional development, practice development and market development in the insurance and/or investment industries with particular focus on annuity and life insurance markets and issues

Financial advice and consultancy services in the fields of annuities and life insurance; Insurance underwriting and administration in the fields of annuities and life
value of income planning

General Information


Serial Number88320019
Word MarkVALUE OF INCOME PLANNING
Filing DateThursday, February 28, 2019
Status700 - REGISTERED
Status DateTuesday, November 26, 2019
Registration Number5923078
Registration DateTuesday, November 26, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation services, namely, providing conferences, teleconferences, web-casts, workshops and mentoring in the fields of professional development, practice development and market development in the insurance and/or investment industries with particular focus on annuity and life insurance markets and issues
Goods and ServicesFinancial advice and consultancy services in the fields of annuities and life insurance; Insurance underwriting and administration in the fields of annuities and life

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 20, 2019
Primary Code036
First Use Anywhere DateThursday, May 31, 2018
First Use In Commerce DateSunday, August 18, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, March 20, 2019
Primary Code041
First Use Anywhere DateThursday, May 31, 2018
First Use In Commerce DateSunday, August 18, 2019

Trademark Owner History


Party NameAllianz Life Insurance Company of North America
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55416

Party NameAllianz Life Insurance Company of North America
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55416

Trademark Events


Event DateEvent Description
Monday, March 4, 2019NEW APPLICATION ENTERED
Wednesday, March 20, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 9, 2019ASSIGNED TO EXAMINER
Wednesday, May 15, 2019NON-FINAL ACTION WRITTEN
Wednesday, May 15, 2019NON-FINAL ACTION E-MAILED
Wednesday, May 15, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 27, 2019TEAS AMENDMENT OF USE RECEIVED
Saturday, September 28, 2019USE AMENDMENT FILED
Saturday, September 28, 2019AMENDMENT TO USE PROCESSING COMPLETE
Thursday, October 3, 2019USE AMENDMENT ACCEPTED
Friday, October 4, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, September 30, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 7, 2019ASSIGNED TO LIE
Monday, October 7, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 7, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 15, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, October 22, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 26, 2019REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, November 26, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 23, 2025TEAS SECTION 8 RECEIVED