Serial Number
87176002
Owner
Kimberly H. O'BrienAttorney
Matthew J. FaustFirst Use Date
Aug 19, 2016
Filing Date
Sep 19, 2016
ASSESSBEST Trademark
Serial Number: 87176002
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
September 19, 2016
Registration Date
Not Registered
First Use Anywhere
August 19, 2016
First Use in Commerce
August 19, 2016
Goods & Services
AssessBEST is an internet based insurance income and asset protection planning software calculation tool and app, The Software may be utilized by broker dealers and their registered representatives, registered investment advisers and their individual investment adviser representatives, or insurance companies and their independent marketing organizations and life insurance agents, The Software is intended for Financial Institutions offering annuities and life insurance for income planning and asset protection solutions. FIs and advisors will utilize AssessBEST to provide the requisite processes and procedures for fiduciary oversight required under the Department of Labor Fiduciary Rule as well as for Insurance Companies and advisors regulated by state specific Suitability Model Law