NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
19/08/2025
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Dado oficial do USPTO
TRUSTAGE
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
TRUSTAGE
ST13
US500000097625283Classe
35, 36, 38, 41, 42, 45
Pedido
97625283
Registro
7907260
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
38
Atualização mais recente
19/08/2025
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
35, 36, 38, 41, 42, 45
Data de depósito
10/10/2022
Data de registro
19/08/2025
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
19/08/2025
Última transação
19/08/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
22/05/2023
Primeiro uso no comércio
22/05/2023
Código do desenho
4
Tipo de titular
03
Localização do titular
Madison, WI, US
Examinador
MCMORROW, JANICE LEE
Unidade examinadora
M60
Localização atual
PUBLICATION AND ISSUE SECTION
Titulares e representantes
Titulares
CMFG Life Insurance Company
Representantes
Christopher J. Hussin BOARDMAN & CLARK LLP
Classificação técnica
Classes Nice
Classe 35Classe 36Classe 38Classe 41Classe 42Classe 45
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 35
Business data analysis; business research; business research and data analysis services in the fields of insurancefinancial services and technology; business management consulting in the field of financial advisory practices; providing business advice and information in the field of insurancelendingfinancial services via provision of business data analysispreparation of business reportsbusiness strategy development and consulting servicesbusiness research and data analysis services; business information and business advisory services for the financial services industryproviding data analysisreportingstrategy and consulting servicesbusiness research and data analysis services; providing a web site featuring information in the field of business management of financial advisory practices; consulting servicesconsulting regarding business management skills for financial institution managersproviding them with tools to enhance business management skillsincluding goal settingsales action planningstaff communicationsskills for coachingmotivatingtracking performanceproviding feedback to lending staff; consumer research; business servicesconsumer research and consulting related thereto; business servicesconsumer research into financial attitudes of consumers to help credit unions gain membership and improve service to credit union membersconsulting related thereto; business monitoring and consulting servicestracking financial service and insurance industry trends and providing strategy and insight for the understanding and predicting of trends and actions of consumersthe credit union industrycredit unions; business management consulting with relation to strategymarketingsalesoperationproduct designparticularly specializing in the use of analytic and statistic models for the understanding and predicting of consumersbusinessesmarket trends and actions; consulting servicesproviding credit unions with insights into consumers and the credit union industry; advice on the analysis of consumer habits and needs provided with the help of data; business assistance servicesassisting credit unions and other companies with customer follow-up to improve customer outcomes and satisfaction; developingcoordinatingexecuting marketing and promotional campaigns in the financial services industry; providing demand creation and lead generation activities and services; business consultation related to strategymarketingbrand awareness and developmentsalesoperationbusiness processesclient acquisition and organizational structure in the field of investment advisory services; business consultation in the field of consumer information for financial institutions; consulting services on the end-of-life products of othersresearchingevaluatingrecommending products and services of others to assist individuals in planning for their personal resource needsincluding end of life planning and the disposition of end-of-life mortal remains; business advisory and consulting services in the field of diversityequity and inclusion; business consulting servicesproviding analytical tools and strategies for assessing and improving workforcepaypromotional and hiring diversityequityinclusion; business information servicesproviding analytics for use in assessing and improving workforcepaypromotional and hiring diversityequityinclusion
Classe 36
Financial analysis; financial data analysis; financial analysiscompiling and analyzing statisticsdataother sources of information for financial purposes; financial planning; financial forecasting; life-event planning for financial investment purposes; estate planning; financial investment brokerage services; financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfuturesmutual funds and other securitiesthe investment of funds for others; providing on-line financial servicesthe ability to access personal accountspurchase of insuranceobtain financial information via electronic means and use on-line financial calculators; financial administration of qualified and non-qualified retirement plans and investment platforms; financial administration of employee pension plans as a third-party administrator; ERISA fiduciary services for retirement plansERISA fiduciary representative services for retirement plans; administration of executive benefits plans and employee benefit plans both concerning insurance and finance; financial consultation; financial retirement plan consulting; financial advice; providing financial and insurance advisory services and consulting services; providing financial advisory services and programsanalysisadvicerecommendations on personal investmentproductsretirementlife-event planning for financial investment purposes; providing financial advisory services to advisorsemployerstheir employees; financial servicesproviding financial advisory services and programs to advisorsemployerstheir employeesanalysisadvicerecommendations on investmentproductsretirementlife-event planning for financial investment purposes; insurance and financial servicesproviding financial advisory services and programs to consumersanalysisadvicerecommendations on personal insurance and investment productsretirementlife-event planning for financial investment purposes; providing information in the field of financefinancial investmentsfinancial valuationsretirement planning; assessing insurance claims; insurance claims processing; insurance brokerage services; insurance premium rate computing; insurance actuarial services; actuarial consulting services; insurance servicesunderwritingadministrationbrokerage of lifedisabilityaccidental death and dismembermentreinsuranceannuity insurance; computer servicesproviding a websitefor gathering information about life insuranceobtaining personalized life insurance needs analysisproviding price quotesapplying on-line for such insurancepolicy issuance and delivery and receiving on-going policyholder services providing enrollment for accidental death and dismemberment insurance via the Internet; management of accidental death and dismemberment insurance enrollment processesgathering applicants' personal information and reviewing the eligibility of applicants; insurance servicesadministration and brokerage of automobilemotorcyclerecreational vehicleboatumbrellahomecyber and security incident insuranceworker's compensation insurancemortgage and creditor-placed insurance; variable annuityinsurance brokerage services; property and casualty and fidelity insurance servicesadministrationbrokerage and underwriting property and business liability insurancefidelity bondsprofessional liability insurancecredit card fraud insurancepropertymanagement liability insurancefiduciary liability insurancelenders liability insuranceemployment practices liability insuranceblanket collateral protection insurancepublic officials liability insurance and business auto insurance; administration and brokerage of mechanical breakdown insurance; pre-need life insurancepre-paid funeral expense and final needs services; insurance and financial servicesproviding financial assistance to families and individuals for necessities of life and emergency expenses in the event of an unforeseen financial hardship due to an extended illness or disabilitylayoffjob eliminationbusiness closing or an employer-initiated termination or separation from employment; financial servicesdebt deferment or elimination upon occurrence of certain events to borrower such as unemployment and disabilitywhereby the lender may or may not elect to insure the related contractual risk; consumer lending services; providing lending program plans to financial institutions in the nature of consumer lending services mortgage lending services; providing complementary products and protections for consumer loans through financial institutions to protect the loan and/or collateral for the borrowerunderwriting credit insuranceproviding underwriting and financial administration in the fields of debt protection plansguaranteed asset protection plansautomobile mechanical repair service contractsproviding administration of mortgage insurance and collateral protection insurance; financial analysis services in the field of consumer financial behavior for the financial services industry; financial data and analytics consulting services for financial institutions; providing a website containing financial and investment dataresearchinformation and product recommendationsinformationanalysispredictions in the field of financial service trends; providing an on-line knowledge repository for information relating to financial and investment dataresearchproduct recommendationsanalysispredictions in the field of financial service trends; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy; providing online-financial services for advisorsemployerstheir employeesproviding an internet website portal featuring financial information relating to personal accountsproviding financial information via global computer network and internetproviding on-line financial calculators; financial servicesproviding an investment option available for variable annuity and life insurance productsproprietary trading in stocksbondsmutual fundssecuritiesoptionsequitiesfixed income products and annuities; insurance and financial management services for financial institutions; providing trust servicesinvestment and trust company services; charitable foundation servicesproviding financial assistance for programs and services of others; charitable foundation servicescharitable fundraising to provide fundinggrantsscholarships and/or financial assistance for othersand/or programs and services of others; charitable foundation servicesproviding fundraising activitiessupplemental fundingcapital improvement fundingscholarshipsfinancial assistance for programs and services of others; providing venture capitalventure capital financingdevelopment capitalprivate equityinvestment funding; financial administration of vehicle protection service plans for credit institutions other than banksco-operative credit associationsindividual financial companiesfinancial lenders; administration of extended warranties for land vehicles; extended warranty servicesvehicle service contracts
Classe 38
Electronic delivery of loan documents for financial institutions to execute the loans; communication serviceselectronic transmission of data and documents among users of computers in the nature of customer information in the field of insurance and financial services
Classe 41
Teaching and training in the fields of insurancefinancial services and technology; educational servicesconducting seminarsworkshopsconferenceslectures and tutorials in the fields of personalprofessionalbusiness and organizational developmentincluding the distribution of course materials in connection therewith; business mentoring in the field of business development; professional coaching services in the field of business development; life coaching services in the field of business development; personalprofessionalbusiness and organizational development training; training in the field of financial institution management and lending; providing group coachingin-person learning forumsworkshops and seminars in the financial services industry to financial service providers in the field of data analytics; business training and development training regarding the establishment and building of client relationships; trainingtraining of financial advisors in the areas of selling strategiespersonal selling skills and toolsknowledge of annuity products and servicesbusiness and prospect development; providing training for financial institution managers and staff in the fields of customer communications and sales; trainingtraining of financial institution managers to provide them with tools to enhance business management skillsincluding goal settingsales action planningstaff communicationsskills for coachingmotivatingtracking performance and providing feedback to lending staff; providing training to financial institution lending staff in the areas of selling strategiespersonal selling skills and toolsknowledge of lending insurance products and services; educational servicesproviding training courses to loan officers in the field of customer service to meet the needs of their borrowers; business trainingeducational servicesone-on-one advisor mentoringgroup advisor seminars and presentations regarding strategy and tactics to initiate instructional advisor programs that engage clients and prospectsprofessional coaching services in the fields of understanding audience demographics and behavioral financenetworkinglead trackingbusiness strategysalesclient relationships and communicationsocial media presence and strategiesreferrals and referral programscontent marketingseminar strategiesbusiness partnershipsclient customer servicedistribution of course material in connection therewith; educational servicesseminars and online courses in the field of pre-planned funeral arrangements; providing on-line non-downloadable publicationsnewsletters and periodicals in the field of pre-planned funeral arrangements; education servicesclassesworkshopsnon-downloadable webinarsin the field of fiduciary due diligence and financial advisor practice managementdistribution of course materials in connection therewith in printed and electronic format; education servicesclassesworkshopsnon-downloadable webinars in the field of financial literacydistribution of course materials in connection therewith in printed and electronic format; providing recognition and incentives by way of awards to demonstrate excellence in the fields of pre-need funeral marketinginsurance underwritinginsurance agency business
Classe 42
Providing temporary use of non-downloadable computer software for use in viewing and analyzing data in the fields of personal financefinancial planningretirement; providing a website featuring online non-downloadable computer software for use in viewing and analyzing data in the fields of personal financefinancial planningannuitiesretirement planning; providing an online non-downloadable Internet-based system application featuring technology enabling users in the nature of financial institutions to offer loan options and enable consumers of loans to engage in the process of securing loanswhere consumers of loans may access the technology online or via mobile websites; software as a service (SaaS) featuring software for loan origination and processing; software as a service (SaaS) featuring non-downloadable software for processing loan applicationsloan originationmanaging loans; software as a service (SaaS) featuring non-downloadable software for use in credit processingrisk analysisidentity verificationdata analysisdemographic analysisrisk modeling and analyticsdecisioning and analysis; software as a service (SaaS) featuring non-downloadable software for use in production and execution of documents and other legal instruments via digital or electronic signaturesfor automation of the origination workflowfor document and data recognitionimagingindexing and routing; software as a service (SaaS) featuring non-downloadable software to provide a secure internet website portal to communicate and exchange documents in connection with the originationof loansenabling qualifying data input through the secure internet website portal; software as a service (SaaS) featuring non- downloadable software for providing integration between loan origination systemscustomer and dealer relationship management systems and servicing platforms; providing non-downloadableonline software and software as a service (SaaS) services featuring software for financial account opening and member onboarding for financial services organizations; providing a website featuring non-downloadable software for use in financial planningfor advising onquotingissuingcustomizing guaranteed asset productscredit insurancedebt protectionmechanical repair coverage plans and policies; providing temporary use of a non-downloadable web-based software application for advising onquotingissuingcustomizing guaranteed asset protectioncredit insurancedebt protectionmechanical repair coverage plans and policies; software as a service (SaaS) provider featuring software in the field of the financial services industry for financial data integrationextractioningestionmanagementgovernancewarehousing; software as a service (SaaS) services featuring software for use in data integrationdata transformationdata quality managementbig data and data analyticsdata managementdata governancetechnical software consulting related thereto; providing temporary use of non-downloadable cloud-based software for use in data integrationdata transformationdata quality managementbig data and data analyticsdata managementdata governancetechnical software consulting related thereto; providing on-linenon-downloadable internet-based software applications for use in capturing and processing loan applications received from mobile devices; providing online non-downloadable computer software for automating the processes of vehicle purchasingfinancing and loan compliance documentation; software as a service (SaaS) serviceshosting software for use by others for processing loans and refinancing loansprocessing loan and refinancing inquiries and applicationsloan and refinancing origination and administrationenabling borrowers and potential borrowers to completeexecuteprovide and/or upload related documents theretoproviding notifications and instructions to borrowers therefrom; platform as a service (PAAS) featuring computer software platforms for processing loans and refinancing loansprocessing loan and refinancing inquiries and applicationsloan and refinancing origination and administrationenabling borrowers and potential borrowers to completeexecuteprovide and/or upload related documents theretoproviding notifications and instructions to borrowers therefrom; providing temporary use of online non-downloadable software and web-based applications for processing loans and refinancing loansprocessing loan and refinancing inquiries and applicationsloan and refinancing origination and administrationenabling borrowers and potential borrowers to completeexecuteprovide and/or upload related documents theretoproviding notifications and instructions to borrowers therefrom; software as a service (SaaS) featuring software for providing digital banking transactions and financial performance management reporting; software as a service (SaaS) featuring software for digital lendingdigital payment protection insurance productsdigital mechanical repair insurance productsdigital banking (future state)financial performance management reportingfinancial advice and insightssavings informationbusiness intelligence reportingdata analytics analysis and reportingdigital insurance productsintegration servicesdata and analytics consulting services for financial institutions; providing on-line services for consumersproviding a web site featuring technology that enables users to purchase insurance via electronic means; computer software development; computer servicescreating an on-line community for registered users to participate in discussionsget feedback from their peersform virtual communitiesengage in social networking services in the field of technology and digital process automation; non-downloadable computer software for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products; computer software platforms for pre-approved financing and pre-negotiated vehicle pricing for the purchase of automobiles; non-downloadable computer software platforms for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products
Classe 45
Providing information by means of a website in the field of pre-planned funeral arrangements
Publicações
Histórico de despachos e eventos da marca no USPTO.
38 publicações encontradas
R.PR
REGISTERED-PRINCIPAL REGISTER
19/08/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
28/07/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
28/07/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
25/07/2025
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
24/07/2025
IUAF
USE AMENDMENT FILED
23/07/2025
EISU
TEAS STATEMENT OF USE RECEIVED
23/07/2025
EX3G
SOU EXTENSION 3 GRANTED
23/07/2025
EXT3
SOU EXTENSION 3 FILED
23/07/2025
EEXT
SOU TEAS EXTENSION RECEIVED
23/07/2025
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
23/04/2025
EX2G
SOU EXTENSION 2 GRANTED
23/04/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
21/04/2025
EXT2
SOU EXTENSION 2 FILED
23/01/2025
EEXT
SOU TEAS EXTENSION RECEIVED
23/01/2025
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/07/2024
EX1G
SOU EXTENSION 1 GRANTED
12/07/2024
EXT1
SOU EXTENSION 1 FILED
12/07/2024
EEXT
SOU TEAS EXTENSION RECEIVED
12/07/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
23/01/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
28/11/2023
PUBO
PUBLISHED FOR OPPOSITION
28/11/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/11/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
23/10/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
18/10/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
18/10/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
18/10/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
18/10/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
13/10/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
13/10/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
13/10/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
25/07/2023
GNRT
NON-FINAL ACTION E-MAILED
25/07/2023
CNRT
NON-FINAL ACTION WRITTEN
25/07/2023
DOCK
ASSIGNED TO EXAMINER
25/07/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
25/10/2022
NWAP
NEW APPLICATION ENTERED
13/10/2022
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