LENOX ADVISORS Trademark
LENOX ADVISORS is a USPTO trademark filed by Lenox Advisors, Inc.. Status: Cancelled.
Trademark Facts
| Mark | LENOX ADVISORS |
|---|---|
| Serial Number | 76399118 |
| Registration Number | 2758264 |
| Status | Cancelled |
| Filing Date | 2002-04-23 |
| Registration Date | 2003-09-02 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services), 041 (Education & Entertainment) |
| Owner | Lenox Advisors, Inc. |
| Attorney of Record | Jeffrey Goldberg, Esq. |
| Prosecution Events | 14 |
| Latest Event | C8.. on 2010-04-10 |
Goods & Services
Educational services, namely, conducting employee seminars on the subject of group health insurance; Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely - survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely - automobile and home insurance; group benefits insurance, namely - group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely - fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely - mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely - IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely - gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts; Business planning services, namely succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs; "ADVISORS"