LIFE INSURANCE DONE SMART Trademark

Serial Number: 98326491 • Registration: 8005984

LIFE INSURANCE DONE SMART is a trademark filed by CERITY PARTNERS LLC on December 21, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

CERITY PARTNERS LLC (36 trademarks)

99 Park Avenue
NEW YORK, NY 10016

Entity Type: 16

Running Point Capital Advisors, LLC (6 trademarks)

220 31st Street
Manhattan Beach, CA 90266

Entity Type: 16

Legal Representation

Attorney of Record

Matthew P. Hintz, Esq.

1,366 trademarks filed View all →

Correspondence Address

Matthew P. Hintz, Esq. LOWENSTEIN SANDLER LLP

ONE LOWENSTEIN DRIVE

ROSELAND, NJ 07068

United States

Trademark Details

Filing Date

December 21, 2023

Registration Date

October 28, 2025

First Use Anywhere

December 31, 2024

First Use in Commerce

December 31, 2024

Published for Opposition

August 27, 2024

Goods & Services

Estate planning; Financial advice, namely, budget planning; Financial asset management; Financial forecasting; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financing services; Insurance consultation; Life insurance brokerage; Trustee services