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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 21 Nov 2023

Last Applicant/ Owned by

8525 E. ORCHARD RD. 2T3

GREENWOOD VILLAGE

CO

80111

Serial Number

97441017 filed on 02th Jun 2022

Registration Number

N/A

Correspondent Address

Rachel A. Rice

8525 E. ORCHARD RD., 2T3

GREENWOOD VILLAGE,CO 80111

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

"LIFE & ANNUITY INSURANCE COMPANY"

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY

Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; Providing temporary use of online non-downloadable software applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadabRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; Providing temporary use of online non-downloadable software applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software applications for financial planning and management, managing investments, and retirement planning; Providing temporary use of online non-downloadable software applications for tax planning; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; Providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Class [036]
Insurance & Financial Services


The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/1906

Class [035]
Advertising, Business & Retail Services


Business advice and information relating to finance and insurance; Business consulting services in the financial service and insurance industries; Business research in the financial services and insurance industries; Referrals in the field of investment advice and financial planning; Business risk assessment services; Business advice and analysis of markets; Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Marketing for insurance services; Marketing for financial services, namely, marketing for investment management, financial management, financial analysis, consultation, management and planning services; Management of an online database where individuals may store financial, retirement, health savings, and investment related data; Database management; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matters; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans provided to institutions, government agencies, and employers; financial record keeping services for health savings accounts provided to institutions, government agencies, and employers; Enrollment processing services being administration of employees into employer-sponsored defined contribution and defined benefit plans; financial record keeping of retirement plans and group pensions; Providing an on-line database where users store financial, retirement, and investment data; Records management services, namely, organizing and indexing of financial and investments records for others

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting for processing transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement and tax planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services for managing investment accounts; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, developing security measures, and creating electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, and papers in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software in the nature of a mobile application for retirement plan participant access to financial records related to employer-sponsored defined contribution plans and defined benefit plans provided through government agencies and employers; Downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants with regard to plans distributed to institutions, government agencies, and employers; Downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Downloadable software for financial record keeping and retirement fund management

Mark Details


Serial Number

No 97441017

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
19th Feb 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
19th Feb 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
21st Nov 2023NON-FINAL ACTION WRITTEN
21st Nov 2023NON-FINAL ACTION E-MAILED
21st Nov 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
27th Apr 2023SUSPENSION LETTER WRITTEN
27th Apr 2023LETTER OF SUSPENSION E-MAILED
27th Apr 2023NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
21st Mar 2023TEAS/EMAIL CORRESPONDENCE ENTERED
20th Mar 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED