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Official data from USPTO

VALUE OF INCOME PLANNING

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

VALUE OF INCOME PLANNING

ST13

US500000088320019

Class

36, 41

Filing

88320019

Registration

5923078

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

23

Latest update

03/11/2026

Trademark type

Word

Nice classes

36, 41

Filing date

02/28/2019

Registration date

11/26/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/10/2026

Last transaction

03/11/2026

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

05/31/2018

First use in commerce

08/18/2019

Drawing code

4

Owner type

03

Owner location

Minneapolis, MN, US

Examiner

CAPSHAW, DANIEL

Current location

Historical data usage

Holders and representatives

Holders

Allianz Life Insurance Company of North America

Representatives

John C. Cain Munck Wilson Mandala, LLP

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice and consultancy services in the fields of annuities and life insurance; Insurance underwriting and administration in the fields of annuities and life

Class 41

Education servicesproviding conferencesteleconferencesweb-castsworkshops and mentoring in the fields of professional developmentpractice development and market development in the insurance and/or investment industries with particular focus on annuity and life insurance markets and issues

Publications

History of USPTO decisions and trademark events.

23 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

03/10/2026

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

03/10/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/09/2026

ES8R

TEAS SECTION 8 RECEIVED

10/23/2025

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/26/2024

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

11/26/2019

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/22/2019

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

10/15/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/07/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/07/2019

ALIE

ASSIGNED TO LIE

10/07/2019

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

10/04/2019

IUAA

USE AMENDMENT ACCEPTED

10/03/2019

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/30/2019

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

09/28/2019

IUAF

USE AMENDMENT FILED

09/28/2019

EAAU

TEAS AMENDMENT OF USE RECEIVED

09/27/2019

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

05/15/2019

GNRT

NON-FINAL ACTION E-MAILED

05/15/2019

CNRT

NON-FINAL ACTION WRITTEN

05/15/2019

DOCK

ASSIGNED TO EXAMINER

05/09/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/20/2019

NWAP

NEW APPLICATION ENTERED

03/04/2019

Continuous trademark protection

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