Legal Representation
Attorney
Amy Brozenic
USPTO Deadlines
Next Deadline
1436 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-07-11)
Due Date
July 11, 2029
Grace Period Ends
January 11, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
41 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Feb 25, 2025 | NURC | C | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | Loading... |
Feb 6, 2025 | A7OK | O | AMENDMENT UNDER SECTION 7 - PROCESSED | Loading... |
Dec 30, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
Sep 18, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
Jun 26, 2024 | ES7R | I | TEAS SECTION 7 REQUEST RECEIVED | Loading... |
Jul 11, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
Jul 11, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
Jun 9, 2023 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
Jun 8, 2023 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
May 25, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
May 24, 2023 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
May 24, 2023 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
May 24, 2023 | DPCC | D | DIVISIONAL PROCESSING COMPLETE | Loading... |
May 8, 2023 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
Apr 17, 2023 | DRRR | I | DIVISIONAL REQUEST RECEIVED | Loading... |
Apr 17, 2023 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
Apr 17, 2023 | IUAF | S | USE AMENDMENT FILED | Loading... |
Apr 17, 2023 | ERTD | I | TEAS REQUEST TO DIVIDE RECEIVED | Loading... |
Apr 17, 2023 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
Apr 17, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Dec 1, 2022 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Nov 29, 2022 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
Nov 29, 2022 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
Nov 29, 2022 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Nov 25, 2022 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
Jun 14, 2022 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
Apr 19, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
Apr 19, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
Mar 30, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
Mar 15, 2022 | ALIE | A | ASSIGNED TO LIE | Loading... |
Mar 11, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
Mar 11, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
Mar 11, 2022 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
Mar 11, 2022 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Mar 11, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
Mar 8, 2022 | GPRN | O | NOTIFICATION OF PRIORITY ACTION E-MAILED | Loading... |
Mar 8, 2022 | GPRA | F | PRIORITY ACTION E-MAILED | Loading... |
Mar 8, 2022 | CPRA | R | PRIORITY ACTION WRITTEN | Loading... |
Mar 1, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Aug 31, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Jun 14, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business process outsourcing services for insurance companies, namely, registering, screening, and verifying the credentials of third-party contractors in the nature of insurance agents and broker-dealer representatives; receiving, sorting, and handling mail on life insurance policies and annuity contracts; billing services, namely, billing payments for life insurance policies and annuity contracts; reconciliation of accounts on behalf of others, namely, reconciling payments against billings on life insurance policies and annuity contracts; digital copying of documents and data processing in the field of life insurance policies and annuity contracts; preparing and managing business records for life insurance companies; operation of telephone call centers for others; customer service management for others in the field of life insurance policies and annuity contracts; regulatory compliance services for life insurance companies, namely, data compiling of insurance data in the field of life insurance and annuity contracts for use by life insurance companies to prepare reports to government agencies and industry associations; accounting services, namely, calculating commissions on sales of life insurance policies and annuity contracts for others; *The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products*
First Use Anywhere:
Sep 1, 2022
First Use in Commerce:
Sep 1, 2022
Class 036
Insurance administration, namely, processing applications for new and replacement life insurance policies and annuity contracts; insurance administration, namely, issuing life insurance policies and annuity contracts for life insurance companies; insurance claims administration, namely, processing and paying claims in the field of life insurance policies and annuity contracts; insurance administration, namely, processing orders for the allocation or reallocation of variable annuity or variable universal life insurance policy assets among fund investment options; financial services, namely, paying commissions on sales of life insurance policies and annuity contracts for others; *The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products*
First Use Anywhere:
Sep 1, 2022
First Use in Commerce:
Sep 1, 2022
Class 042
Data conversion of computer program data and information for insurance companies, not physical conversion; software as a service (saas) services, namely, hosting software for use by others for use for administration of financial products, namely, life insurance and annuities; providing online non-downloadable software for providing retirement plan and account information to retirement plan providers, administrators and third party administrators or retirement savings plans; providing online non-downloadable software for retirement plan providers, administrators and third party administrators of retirement savings plans to enable them to determine whether contributions to plans are within the limits of the plans and regulations, to prepare and view business reports and audit reports on participants, and to view and enter data for participant's retirement accounts; Providing temporary use of a non-downloadable web application for managing assets and calculating values of variable annuity products for insurance companies; *The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products*
First Use Anywhere:
Sep 1, 2022
First Use in Commerce:
Sep 1, 2022
Additional Information
Other
In the statement, after line 19, "The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products" is inserted.
Other
In the statement, after line 29, "The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products" is inserted.
Other
In the statement, after line 43, "The foregoing not directed to individual consumers of wealth management services, financial retirement planning services, estate planning services, long term care financial planning services, investment or investment advisory or management services, or life insurance or annuity products" is inserted.
Classification
International Classes
035
036
042