| Serial Number | 78952946 |
| Word Mark | WIN SCORE |
| Filing Date | Tuesday, August 15, 2006 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Wednesday, August 15, 2007 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Certification Mark Statement | The mark consists of three letters W, I, and N and the word "Score". This mark represents a person's three number score. The W, I and N numbers each represent a different aspect of a person's current situation regarding their wealth. These three numbers or scores measure the following: wealth aptitude, immediate financial position and new opportunity possible for financial security. The "W" score is determined by a combination of factors including specific parts of an individual's EQi (emotional intelligence) score combined with specifically designed questions to give the user a sense of their Wealth Aptitude. The top W score is 100 shows a very healthy ability for flexibility, wealth savvy and an aptitude to make financial decisions in a manner that is value and reality based. The "I" score is calculated using a Monte Carlo simulation based model. The participant answers specific financial questions regarding their current financial situation and plans. These answers are fed into a proprietary financial software program which calculates the "I" score. This "I" score represents the age a person can plan with 90% probability that they will not run out of money given their current financial situation and plans for the future. The best score a person can achieve is 100 which represent 100 years of age. A person with an "I" score of 100 is in a current position that shows they are using their monetary resources and have plans and protections for the future which allow them to feel with a 90% certainty that they will not run out of money before the age of 100. The final score, the "N" score, is determined by running and comparing the impact of a variety of financial strategies on the "I" score. Through the use of both Monte Carlo simulation and Artificial Intelligence components, a series of runs are made to develop a list of financial scenarios which extend a person's financial success in life. The intent is to find the best possible use of a range of generic products and strategies which will help the individual add years to their financial life and delay their financial "Date of Ruin". The "N" score represents the age a person can feel secure with a 90% probability that they would not run out of money. The highest number which can be obtained with this score is 100+. The key to the WIN Score is to scientifically show the right mix of generic products and services which will extend a person's financial life. Unlike other financial processes which are more art than science, the WIN Score gives the participant a standard by which they can compare their financial situation on a periodic basis and/or a way to figure out how to delay the Date of Ruin in their financial life. The comparison of the "I" and "N" scores shows the individual their need to consult a financial professional for help to fill the financial prescription which can be obtained as part of the "N" component of the WIN Score. The financial professional, using the "I" and "N" scores combined with the financial prescription which is produced from processing the "N" score, can use this information to find products and services which fill the needs of the individual or enhance what the generic product (used as a proxy in the "N" Score) would accomplish. The individual who has a low "I" score and a high "N" score has many possibilities to improve their financial situation. A person with similar low scores in the "I" and "N" will benefit from the use of a Certified Financial Coach to review and develop a different relationship with money. For more information on the WIN Score, contact the developers at 303-904-3177. |
| Goods and Services | Three part scoring system measuring three aspects of a person's wealth - each score is up to 100 with the highest at 100+; These three scores measure the following-- wealth aptitude, immediate financial position and new opportunity possible for financial security |
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 18, 2006 |
| Primary Code | B |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | CFC-Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Littleton, CO 80127 |
| Party Name | Integrated Financial Solutions, Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Littleton, CO 80127 |
| Event Date | Event Description |
| Wednesday, August 15, 2007 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Wednesday, August 15, 2007 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, January 17, 2007 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 17, 2007 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 9, 2007 | ASSIGNED TO EXAMINER |
| Friday, August 18, 2006 | NEW APPLICATION ENTERED IN TRAM |