Legal Representation
Attorney
Michael D. Fishman
USPTO Deadlines
Next Deadline
31 days remaining
Non-Final Action Mailed
Due Date
August 09, 2025
Extension Available
Until November 09, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
11 events| Date | Code | Type | Description |
|---|---|---|---|
| May 9, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| May 9, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED |
| May 9, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN |
| May 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| May 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| May 4, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| May 4, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Mar 20, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Mar 20, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Mar 20, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Nov 2, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 035
Sales lead and referral services in the fields of life insurance and annuities; providing agent referrals in the field of life insurance and annuities; tax and taxation planning, information and consultancy
Class 036
Retirement planning, financial planning; financial analysis; financial information; insurance and annuities information; life insurance and annuities brokerage; life insurance and annuities advisory services; financial advisory services; investment advisory services; asset management services; wealth management services
Additional Information
Design Mark
The mark consists of the stylized letters "IMS" within a circle, with the stylized wording "INSURANCE MARKETING SOLUTIONS" appearing in the lower part of the circle.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
035
036