TRUCHOICE FINANCIAL GROUP, LLC logo

TRUCHOICE FINANCIAL GROUP, LLC

24 Marks
LLC
First Filed:Oct 30, 2008Latest Filed:Oct 7, 2024Address:2650 McCormick Drive, Suite 300L, Clearwater, FL 33759, US

Portfolio Overview

Registered
17(71%)
Pending
4(17%)
Dead
3(13%)

Top Classes

Class 41
Education and Entertainment
14(58%)
Class 35
Advertising, Business Services & Retail
12(50%)
Class 36
Insurance, Financial Services & Real Estate
8(33%)

TTAB Proceedings

No litigation activity

Top Firms

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Trademark Activity Timeline(2008 – 2024)

Trademark Portfolio

24 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
98789195
98789195
Service Mark
Design
PENDING
Owner:
Serial:98789195
Filed:Oct 7, 2024
Classes:35, 41, 42
Goods & Services
Educational services, namely, providing online, non-downloadable webinars, articles, newsletters, white papers, online video journals in the nature of vlogs, and videos in the field of insurance and annuities; Education services, namely, workshops, seminars, conferences, coaching, training, and classes in the field of insurance and annuities, and printable materials distributed therewith; Advertising, marketing, and promotion services; providing sales leads and referrals in the fields of insurance and annuities; Brand development services for corporate and individual clients; Providing sales management, marketing, and business management consulting, and providing business strategy information all in the field of finance, insurance, and annuities; Providing an online, non-downloadable computer software platform for managing, operating, marketing, and developing insurance agency business; Providing an online, non-downloadable computer software platform for managing, operating, marketing, and developing insurance agency business featuring tools and resources in the nature of business and compliance forms, annuity and life insurance product information, electronic annuity and life insurance application processing and tracking, electronic contracting, commission tracking, customizable website templates, and marketing materials; Developing customized online, non-downloadable computer software platforms for use in the field of finance, insurance, and annuities; Software as a Service (SAAS) services featuring software for managing, operating, marketing, and developing insurance agency business
TRUCHOICE
TRUCHOICE
Service Mark
Word
PENDING
Owner:
Serial:98788722
Filed:Oct 7, 2024
Classes:35, 41, 42
Goods & Services
Educational services, namely, providing online, non-downloadable webinars, publications in the nature of articles, online video journals in the nature of vlogs, and videos in the field of insurance and annuities; Education services, namely, workshops, seminars, conferences, coaching, training, and classes in the field of insurance and annuities; Providing sales lead and referral services in the fields of insurance and annuities; Providing an online, non-downloadable computer software platform for managing, operating, and developing insurance agency business; Software as a Service (SAAS) services featuring software for managing, operating, and developing insurance agency business
I-FACTOR INTELLIGENT SALES SOLUTIONS
REGISTERED
Owner:
Serial:98238119
Filed:Oct 24, 2023
Classes:42
Registration:7605619
Registered:Dec 17, 2024
Goods & Services
INTELLIGENT SALES SOLUTIONS
I-FACTOR
I-FACTOR
Service Mark
Combined
REGISTERED
Owner:
Serial:98231340
Filed:Oct 19, 2023
Classes:42
Registration:7605537
Registered:Dec 17, 2024
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for insurance and annuity professionals featuring business resources, support tools, data compilation, data analysis, and insurance and annuity product analysis
I-FACTOR
I-FACTOR
Service Mark
Word
REGISTERED
Owner:
Serial:98231290
Filed:Oct 19, 2023
Classes:42
Registration:7605536
Registered:Dec 17, 2024
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for insurance and annuity professionals featuring business resources, support tools, data compilation, data analysis, and insurance and annuity product analysis
INTELLIGENCE FACTOR
INTELLIGENCE FACTOR
Service Mark
Word
ABANDONED
Owner:
Serial:98231312
Filed:Oct 19, 2023
Classes:42
Goods & Services
INTELLIGENCE; Platform as a service (PAAS) featuring computer software platforms for insurance and annuity professionals featuring business resources, support tools, data compilation, data analysis, and insurance and annuity product analysis
TRU TO YOU
TRU TO YOU
Service Mark
Combined
PENDING
Owner:
Serial:98231415
Filed:Oct 19, 2023
Classes:35, 41, 42
Goods & Services
Educational services, namely, providing online, non-downloadable webinars, articles, newsletters, white papers, vlogs, and videos in the field of insurance and annuities; Education services, namely, workshops, seminars, conferences, coaching, training, and classes in the field of insurance and annuities, and printable materials distributed therewith; Advertising, marketing, and promotion services; providing sales leads and referrals in the fields of insurance and annuities; Brand development services for corporate and individual clients; Providing sales, marketing, and business management consulting and strategy information and marketing materials in the field of finance, insurance, and annuities; Providing an online, non-downloadable computer platform for managing, operating, marketing, and developing insurance agency business; Providing an online, non-downloadable computer platform for managing, operating, marketing, and developing insurance agency business featuring tools and resources in the nature of business and compliance forms, annuity and life insurance product information, electronic annuity and life insurance application processing and tracking, electronic contracting, commission tracking, customizable website templates, and marketing materials; Providing customized online non-downloadable computer platforms for use in the field of finance, insurance, and annuities, for business management, operation, marketing, and development; Software as a Service (SAAS) services, namely, software for managing, operating, marketing, and developing insurance agency business
TRU TO YOU
TRU TO YOU
Service Mark
Combined
PENDING
Owner:
Serial:98231387
Filed:Oct 19, 2023
Classes:35, 41, 42
Goods & Services
Educational services, namely, providing online, non-downloadable webinars, articles, newsletters, white papers, vlogs, and videos in the field of insurance and annuities; Education services, namely, workshops, seminars, conferences, coaching, training, and classes in the field of insurance and annuities, and printable materials distributed therewith; Advertising, marketing, and promotion services; providing sales leads and referrals in the fields of insurance and annuities; Brand development services for corporate and individual clients; Providing sales, marketing, and business management consulting and strategy information and marketing materials in the field of finance, insurance, and annuities; Providing an online, non-downloadable computer platform for managing, operating, marketing, and developing insurance agency business; Providing an online, non-downloadable computer platform for managing, operating, marketing, and developing insurance agency business featuring tools and resources in the nature of business and compliance forms, annuity and life insurance product information, electronic annuity and life insurance application processing and tracking, electronic contracting, commission tracking, customizable website templates, and marketing materials; Providing customized online non-downloadable computer platforms for use in the field of finance, insurance, and annuities, for business management, operation, marketing, and development; Software as a Service (SAAS) services, namely, software for managing, operating, marketing, and developing insurance agency business
TRUWOMEN
TRUWOMEN
Service Mark
Combined
REGISTERED
Owner:
Serial:98231463
Filed:Oct 19, 2023
Classes:35, 41
Registration:7605540
Registered:Dec 17, 2024
Goods & Services
Business consulting; providing sales leads and referrals in the fields of insurance and annuities; Business networking services; Providing sales, marketing, and business management consulting and strategy information and marketing materials in the field of finance, insurance, and annuities; Business networking, namely, arranging and conducting peer group and mentorship discussion meetings for business purposes | Providing online, non-downloadable webinars and videos in the field of business, finance, sales, insurance, and annuities; Education services, namely, workshops, seminars, coaching, and training in the field of business, finance, sales, insurance, and annuities; Educational services, namely, arranging and conducting peer group and mentorship discussion meetings for educational purposes in the field of business, finance, sales, insurance, and annuities
TRUWOMEN ENGAGE. EMPOWER. ELEVATE.
REGISTERED
Owner:
Serial:98231489
Filed:Oct 19, 2023
Classes:35, 41
Registration:7618987
Registered:Dec 24, 2024
Goods & Services
Business consulting; providing sales leads and referrals in the fields of insurance and annuities; Business networking services; Providing sales, marketing, and business management consulting and strategy information and marketing materials in the field of finance, insurance, and annuities; Business networking, namely, arranging and conducting peer group and mentorship discussion meetings for business purposes | Providing online, non-downloadable webinars and videos in the field of business, finance, sales, insurance, and annuities; Education services, namely, workshops, seminars, coaching, and training in the field of business, finance, sales, insurance, and annuities; Educational services, namely, arranging and conducting peer group and mentorship discussion meetings for educational purposes in the field of business, finance, sales, insurance, and annuities
TRUWOMEN ENGAGE. EMPOWER. ELEVATE.
REGISTERED
Owner:
Serial:98231516
Filed:Oct 19, 2023
Classes:35, 41
Registration:7618988
Registered:Dec 24, 2024
Goods & Services
Business consulting; providing sales leads and referrals in the fields of insurance and annuities; Business networking services; Providing sales, marketing, and business management consulting and strategy information and marketing materials in the field of finance, insurance, and annuities; Business networking, namely, arranging and conducting peer group and mentorship discussion meetings for business purposes | Providing online, non-downloadable webinars and videos in the field of business, finance, sales, insurance, and annuities; Education services, namely, workshops, seminars, coaching, and training in the field of business, finance, sales, insurance, and annuities; Educational services, namely, arranging and conducting peer group and mentorship discussion meetings for educational purposes in the field of business, finance, sales, insurance, and annuities
RETIREMENT ROADBLOCKS
RETIREMENT ROADBLOCKS
Trademark
Combined
REGISTERED
Owner:
Serial:90473736
Filed:Jan 19, 2021
Classes:9, 16, 36, +1
Registration:6776091
Registered:Jun 28, 2022
Goods & Services
Class 009: Downloadable computer software platforms for promoting financial planning activities; Recorded computer application software for mobile phones, namely, software for equipping financial advisors with information and sales tools; Recorded computer application software for handheld computers and mobile devices, namely, software for accessing and using financial planning information, presentations, resources, and sales tools; Class 016: Printed publications, namely, brochures, booklets, and teaching materials in the field of financial planning; Printed educational publications, namely, training manuals in the field of financial planning; Class 036: Financial advice and consultancy services; Financial consultancy; Financial consultation in the field of long-term financial strategies; Financial retirement plan consulting services; Class 041: Business training consultancy services; Business training in the field of financial services and sales regarding financial services
RETIREMENT ROADBLOCKS
REGISTERED
Owner:
Serial:90473732
Filed:Jan 19, 2021
Classes:9, 16, 36, +1
Registration:6776090
Registered:Jun 28, 2022
Goods & Services
Class 009: Downloadable computer software platforms for promoting financial planning activities; Recorded computer application software for mobile phones, namely, software for equipping financial advisors with information and sales tools; Recorded computer application software for handheld computers and mobile devices, namely, software for accessing and using financial planning information, presentations, resources, and sales tools; Class 016: Printed publications, namely, brochures, booklets, and teaching materials in the field of financial planning; Printed educational publications, namely, training manuals in the field of financial planning; Class 036: Financial advice and consultancy services; Financial consultancy; Financial consultation in the field of long-term financial strategies; Financial retirement plan consulting services; Class 041: Business training consultancy services; Business training in the field of financial services and sales regarding financial services
TRUADVISOR NETWORK
TRUADVISOR NETWORK
Service Mark
Word
REGISTERED
Owner:
Serial:88276393
Filed:Jan 25, 2019
Classes:41
Registration:6009196
Registered:Mar 10, 2020
Goods & Services
Education services, namely, providing workshops, symposiums and training in the fields of professional development, practice development, and market development in the brokerage and financial service industries; "NETWORK"
TRUCHOICE REWARDS
TRUCHOICE REWARDS
Service Mark
Word
REGISTERED
Owner:
Serial:88103643
Filed:Sep 4, 2018
Classes:35
Registration:6008779
Registered:Mar 10, 2020
Goods & Services
Arranging and conducting incentive reward programs to promote the sale of annuities and financial products by financial professionals; Conducting employee incentive award programs to promote on the job sales of annuities and financial products by financial professionals; "REWARDS"
TRUADVISOR
TRUADVISOR
Service Mark
Word
REGISTERED
Owner:
Serial:88013441
Filed:Jun 25, 2018
Classes:41
Registration:5864040
Registered:Sep 17, 2019
Goods & Services
Education services, namely, providing workshops, symposiums and training in the field of professional development, practice development, and market development in the brokerage and financial service industries
TRUSOLUTIONS
TRUSOLUTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:88013451
Filed:Jun 25, 2018
Classes:36
TRUCHOICE
TRUCHOICE
Trademark
Combined
REGISTERED
Owner:
Serial:87800946
Filed:Feb 16, 2018
Classes:16, 36, 41
Registration:5699017
Registered:Mar 12, 2019
Goods & Services
Education services, namely, providing conferences, teleconferences, web-casts, workshops and mentoring in the field of professional development, practice development and market development in the insurance and/or investment industries with particular focus on life, annuity, and long term care markets and issues; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional development, practice development and market development in the insurance and/or investment industries with particular focus on life, annuity, and long term care markets and issues; [ Printed pamphlets, brochures, manuals, books, booklets, leaflets, informational flyers, informational sheets and newsletters, adhesive backed stickers, and kits comprised solely of one or more of the foregoing materials in the field of Issuance and Distribution of annuity products, life products, and long term care products; Printed publications, namely, brochures, booklets, and teaching materials in the field of Issuance and Distribution of annuity products, life products, and long term care products ]; Financial consultancy and insurance consultancy; Financial consultation in the field of annuities, life insurance, and long term care; Financial advice and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting, issuance and administration of annuities
TRUCHOICE FINANCIAL GROUP TRUSTED ·RESPONSIVE ·UNRIVALED
Owner:
Serial:87800959
Filed:Feb 16, 2018
Classes:16, 36, 41
Registration:5699018
Registered:Mar 12, 2019
Goods & Services
"FINANCIAL GROUP"
TRUCHOICE FINANCIAL GROUP
REGISTERED
Owner:
Serial:87713650
Filed:Dec 8, 2017
Classes:16, 36, 41
Registration:5698667
Registered:Mar 12, 2019
Goods & Services
Education services, namely, providing conferences, teleconferences, web-casts, workshops and mentoring in the field of professional development, practice development and market development in the insurance and/or investment industries with particular focus on life and annuity markets and issues; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional development, practice development and market development in the insurance and/or investment industries with particular focus on life and annuity markets and issues; [ Printed pamphlets, brochures, manuals, books, booklets, leaflets, informational flyers, informational sheets and newsletters, adhesive backed stickers, and kits comprised solely of one or more of the foregoing materials in the field of Issuance and Distribution of annuity products and life products; Printed publications, namely, brochures, booklets, and teaching materials in the field of Issuance and Distribution of annuity products and life products ]; Financial consultancy and insurance consultancy; Financial consultation in the field of annuities and life insurance; Financial advice and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting, issuance and administration of annuities; "FINANCIAL GROUP"
INFORCE SOLUTIONS
INFORCE SOLUTIONS
Service Mark
Combined
REGISTERED
Owner:
Serial:86301717
Filed:Jun 5, 2014
Classes:35, 36
Registration:5178830
Registered:Apr 11, 2017
Goods & Services
[ Advertising and ] marketing consultancy; Advertising services, namely, promoting and marketing the goods and services of others in the field of life insurance via print and electronic media; [ Business management of insurance agencies and brokers on an outsourcing basis; ] Distribution of advertising materials; [ Marketing consulting, namely, marketing plan development provided to agents in the field of life insurance; Marketing plan development; ] Marketing services, namely, promoting or advertising the goods and services of others; Promotion of financial and insurance services, on behalf of third parties; Providing office support staff services | Financial advice and consultancy services; Financial advisory and consultancy services; [ Financial consultancy and insurance consultancy; Insurance administration in the field of life insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; ] Insurance brokerage; Insurance carrier services; Insurance underwriting in the field of life insurance; Life insurance brokerage; Life insurance underwriting; Providing information in insurance matters
INFORCE SOLUTIONS
INFORCE SOLUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:86301687
Filed:Jun 5, 2014
Classes:35, 36
Registration:5178829
Registered:Apr 11, 2017
Goods & Services
[ Advertising and ] marketing consultancy; Advertising services, namely, promoting and marketing the goods and services of others in the field of life insurance via print and electronic media; [ Business management of insurance agencies and brokers on an outsourcing basis; ] Distribution of advertising materials; [ Marketing consulting, namely, marketing plan development provided to agents in the field of life insurance; Marketing plan development; ] Marketing services, namely, promoting or advertising the goods and services of others; Promotion of financial and insurance services, on behalf of third parties; Providing office support staff services | Financial advice and consultancy services; Financial advisory and consultancy services; [ Financial consultancy and insurance consultancy; Insurance administration in the field of life insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; ] Insurance brokerage; Insurance carrier services; Insurance underwriting in the field of life insurance; Life insurance brokerage; Life insurance underwriting; Providing information in insurance matters
GAMEPLAN FINANCIAL MARKETING
GAMEPLAN FINANCIAL MARKETING
Service Mark
Combined
REGISTERED
Owner:
Serial:77603711
Filed:Oct 30, 2008
Classes:35
Registration:3634678
Registered:Jun 9, 2009
Goods & Services
"FINANCIAL MARKETING"
GAMEPLAN FINANCIAL MARKETING
REGISTERED
Owner:
Serial:77603708
Filed:Oct 30, 2008
Classes:35
Registration:3634677
Registered:Jun 9, 2009
Goods & Services
"FINANCIAL MARKETING"

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