Page 1 of 4
`
`UNITED STATES PATENT AND TRADEMARK OFFICE
`
`,
`
`SERIAL NO:
`
`APPLICANT:
`
`78/484873
`
`The Elite Group, LLC
`
`CORRESPONDENT ADDRESS:
`Rex A. Donnelly
`RatnerPrestia
`P_O_ Box 1596
`1007 Orange Street, Suite 1100
`Wilmington DE 19899
`
`MARK:
`
`ELITEGROUP
`
`CORRESPONDENT’S REFERENCE/DOCKET N0: EBI-103US
`
`CORRESPONDENT EMAIL ADDRESS:
`
`RETURN ADDRESS;
`Commissioner for Trademarks
`P-0. BOX 1451
`Alexandria, VA 22313-1451
`
`If no fees are enclosed. the address should
`include the words "Box Responses - No Fee."
`
`91°35‘? P’°Vid° 1" 3“ °°'T°5P°“d°“°°3
`1. Filing date, serial number, mark and
`applicant's name.
`2. Dale of this Office Action.
`U)
`. Examining A.ttomey's name and
`Law Oflioe number.
`4. Your telephone number and e-mail
`a.ddres..
`
`Serial Number 78/484873
`
`Applicant is requesting reconsideration of a final refusal dated January 22, 2006.
`
`Afier careful consideration of the law and facts of the case, the examining attorney must deny the
`request for reconsideration and adhere to the final action as written since no new facts or reasons have
`been presented that are significant and compelling with regard to the point at issue.
`
`Accordingly, applicant’s request for reconsideration is denied. The time for appeal runs from the date
`the final action was mailed. 37 C.F.R. Section 2.64(b); TMEP Section 715.03(c).
`
`However, applicant will note the following:
`
`(1) Applicant’s amended recitation of services is accepted
`(2) The examining attomey’s refusal is withdrawn as it applies to Class 35 — the present refusal
`applies only to Class 36
`
`Section 2(d) - Likelihood of Confusion Refusal
`The examining attorney initially refused registration under Trademark Act Section 2(d), 15 U.S.C.
`§1052(d), because the applicant’s mark, when used on or in connection with the identified services, so
`resembles the mark in U.S. Registration No. 2499924 as to be likely to cause confusion, to cause
`mistake, or to deceive. TMEP §§1207.01 et seq.
`
`The examining attorney must analyze each case in two steps to determine whether there is a likelihood
`of confiision. First, the examining attorney must look at the marks themselves for similarities in
`appearance, sound, connotation and commercial impression. In re E. I. DuPont de Nemours & C0,, 476
`
`file://\\ticrs-ais-01\ticrsexport\HtmlToTifflnput\REC00O12006_09_05_09_4l_16_T1‘AB04...
`
`9/5/2006
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`

`
`Page 2 of 4
`
`F.2d 1357, 177 USPQ 563 (C.C.P.A. 1973). Second, the examining attorney must compare the goods or
`services to determine if they are related or ifthe activities surrounding their marketing are such that
`confusion as to origin is likely. In re August Storck KG, 218 USPQ 823 (TTAB 1983); In re
`International Telephone and Telegraph Corp., 197 USPQ 910 (TTAB 1978); Guardian Products C0., v.
`Scott Paper Co., 200 USPQ 738 (TTAB 1978). TMEP §§1207.01 et seq.
`
`Applicant seeks to register the mark ELITEGROUP (and design) for “Human resources consultation;
`business consultation services, namely, consultation regarding health benefit plans for employees;
`Administration of business payroll for others,” in Class 35', and “Administration of employee benefit
`plans; Employee benefit plan administration consultation; Administration of employee retirement plans;
`Insurance brokerage and underwriting for employers in the field of property and casualty insurance,” in
`Class 36.”
`
`Registrant’s mark is ELITE MARKETING GROUP (and design) for “insurance brokerage in the fields
`of life, health, long-tenn care and annuity insurance.”
`
`Similarity ofMarks
`
`The terms ELITEGROUP (and design) and ELITE MARKETING GROUP (and design) are highly
`similar in appearance, sound and connotation.
`
`The examining attorney must compare the marks for similarities in sound, appearance, meaning or
`connotation. In re E. I. DuPont de Nemours & Co., 476 F.2d 1357, 177 USPQ 563 (C.C.P.A. 1973).
`Similarity in any one of these elements is sufficient to find a likelihood of confusion. In re Mack, 197
`USPQ 755 (TTAB 1977). TMEP §§l207.0l(b) et seq.
`
`The examining attorney must look at the marks in their entireties under Section 2(d). Nevertheless, one
`feature of a mark may be recognized as more significant in creating a commercial impression. Greater
`weight is given to that dominant feature in determining whether there is a likelihood of confusion. In re
`National Data Corp, 224 USPQ 749 (Fed. Cir. 1985); Tektronix, Inc. v. Daktronics, Inc., 534 F.2d 915,
`189 USPQ 693 (C.C.P.A. 1976). In re JM. Originals Inc., 6 USPQ2d 1393 (TTAB 1988). TMEP
`§1207.0l(b)(viii).
`
`The mere deletion of wording from a registered mark is not sufficient to overcome a likelihood of
`confiision under Section 2(d). See In re Optical Int ’l, 196 USPQ 775 (TTAB 1977) (where applicant
`filed to register the mark OPTIQUE for optical wear, deletion of the term BOUTIQUE is insufficient to
`distinguish the mark, per se, from the registered mark OPTIQUE BOUTIQUE when used in connection
`with competing optical wear).
`In the present case, applicant’s mark does not create a distinct
`commercial impression because it contains the same common wording as registrant’s mark, and there is
`no other wording to distinguish it from registrant’s mark
`
`Also, when a mark consists of a word portion and a design portion, the word portion is more likely to be
`impressed upon a purchaser’s memory and to be used in calling for the goods or services. Therefore, the
`word portion is normally accorded greater weight in determining likelihood of confusion. In re Dakin ’s
`Miniatures Inc., 59 USPQ2d 1593, 1596 (TTAB 1999); In re Appetito Provisions Co., 3 USPQ2d 1553
`(TTAB 1987); Amoco Oil Co. v. Amerco, Inc., 192 USPQ 729 (TTAB 1976); TMEP §l207.0l(c)(ii).
`
`Finally, ifthe services ofthe respective parties are closely related, the degree of similarity between
`marks required to support a finding of likelihood of confusion is not as great as would apply with
`diverse goods or services. ECI Division ofE Systems, Inc. v. Environmental Communications Inc., 207
`USPQ 443 (TTAB 1980). TMEP §1207.01(b).
`
`file://\\ticrs-ais-01\ticrsexport\HtmlToTiffInput\REC00012006_O9_05_O9_41_l6_TTAB04...
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`
`Page 3 of 4
`
`Applicant’s allegation that the wording of respective marks is weak is insuflicient to preclude a
`likelihood of confusion -- even if applicant has shown that the cited mark is “weak,” such marks are still
`entitled to protection against registration by a subsequent user of the same or similar mark for the same
`or closely related goods or services. See Hollister Incorporated v. Ident A Pet, Inc., 193 USPQ 439
`(TTAB 1976) and cases cited therein. In the present application, applicant has failed to establish that the
`combination of “elite” and “group” is at all weak, especially in the field of insurance.
`
`Given that applicant has essentially merely deleted the descriptive term MARKETING from the
`registered mark, the marks are to be considered similar.
`
`Similarity ofServices
`
`The services of the parties need not be identical or directly competitive to find a likelihood of
`confusion. They need only be related in some manner, or the conditions surrounding their marketing be
`such, that they could be encountered by the same purchasers under circumstances that could give rise to
`the mistaken belief that the services come from a common source. In re Martin ‘s Famous Pastry
`Shoppe, Inc., 748 F.2d 1565, 223 USPQ 1289 (Fed. Cir. 1984); In re Corning Glass Works, 229 USPQ
`65 (TTAB 1985); In re Rexel Inc., 223 USPQ 830 (TTAB 1984); Guardian Products C0., Inc. v. Scott
`Paper Co., 200 USPQ 738 (TTAB 1978); In re International Telephone & Telegraph Corp., 197 USPQ
`910 (TTAB 1978). TMEP §l207.01(a)(i).
`
`Applicant argues that property and casualty insurance, as opposed to life and health insurance, are
`distinct specialized fields. However, attached are copies of printouts from the USPTO X-Search
`database, which show third-party registrations of marks used in connection with the same or similar
`services as those of applicant and registrant in this case. These printouts have probative value to the
`extent that they serve to suggest that the services listed therein, namely (a) underwriting of property and
`casualty insurance and (b) life and health insurance underwriting, are of a kind that may emanate from a
`single source. See In re Infinity Broad. Corp., 60 USPQ2d 1214, 1217-1218 (TTAB 2001); In re Albert
`Trostel & Sons Co., 29 USPQ2d 1783, 1785-86 (TTAB 1993)‘, In re Mucky Duck Mustard Co., Inc., 6
`USPQ2d 1467, 1470 at n.6 (TTAB 1988).
`
`In addition, the examining attorney has included various web pages demonstrating that the same parties
`ofien operate not only in the property/casualty field, but in the area of life and health insurance as well.
`See attached.
`
`Registrant’s insurance brokerage services are not limited to employees or employers, or any other
`consumer segment. Thus, it must be presumed that registrant’s brokerage services are provided in
`applicant’s more narrow trade charmels.
`
`Given that applicant and registrant both provide insurance brokerage services, the services are to be
`considered similar.
`
`Although the examining attorney has refused registration, the applicant may respond to the refusal to
`register by submitting evidence and arguments in support of registration.
`
`/Marc Leipzigl
`
`file 2//\\ticrs-ais-0 1 \ticrsexport\HtmlToTifiInput\RECO00 12006_09_0 5_09_4 l_16_TTABO4...
`
`9/5/2 006
`
`

`
`Page 4 of 4
`
`Trademark Examining Attorney
`Law Office 115
`
`(571) 272-9477
`marc.leipzig@uspto. gov
`
`file://\\ticrs-ais-0 l\ticrsexport\HtrnlToTifiInput\REC000 12006_09_05_O9_4 l_16_'ITAB04...
`
`9/5/2006
`
`

`
`Print: Aug 29. 2006
`
`78507519
`
`DESIGN MARK
`
`Serial Number
`78507519
`
`Status
`REGISTERED
`
`Word Mark
`MYBIA FOCUSED 0N PROTECTING YOUR BUSINESS
`
`Standard character Mark
`No
`
`RRQHHNRRHINUHHEH
`3096759
`
`Date Registered
`2006/O5/23
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(3) DESIGN PLUS WORDS, LETTERS AND/OR NUMBERS
`
`CMNDBP
`MYBIA Corporation CORPORATION WASHINGTON Suite 202 9757 NE Juanita
`Drive Kirkland WASHINGTON 98034
`
`Goodstservices
`Insurance
`G & S:
`100 101 102.
`US
`IC 036.
`Class Status -— ACTIVE.
`insurance claims processing;
`agencies;
`insurance administration;
`insurance underwriting in the fields Of health, life, property and
`casualty, risk management;
`insurance consultation;
`insurance
`brokerage; financial evaluation for insurance purposes. First Use:
`2004/06/10. First Use In Commerce: 2004/06/10.
`
`colors claimed
`The colors gray and red are claimed as a feature of the mark.
`
`Part of Mark In color
`The color red appears in the letters BIA;
`the rest of the mark.
`
`the color gray appears in
`
`Flllng Date
`2oo4/1o/2a
`
`

`
`Print: Aug 29, 2005
`
`78507519
`
`Examining Attorney
`FINE , STEVE
`
`

`
`

`
`PI'inI: Aug 29, 2006
`
`78515380
`
`DESIGN MARK
`
`Serial Number
`7 85 1 5 3 8 0
`
`Status
`REGISTERED
`
`Word Mark
`RISK USA
`
`standard character Mark
`No
`
`Registration Number
`3106099
`
`Date Registered
`2006/06/20
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(3: DESIGN PLUS WORDS, LETTERS AND/OR NUMBERS
`
`tanner
`Risk Insurance and Reinsurance Solutions, Inc. CORPORATION FLORIDA
`1208 West Newport Center, Suite 202 Deerfield Beach FLORIDA 33442
`
`Goodslservices
`G & S: Tracking
`100 101 102.
`US
`IC 035.
`Class Status —- ACTIVE.
`insurance claim auditing
`and monitoring insurance compliance;
`services. First Use: 2004/09/30. First Use In Commerce: 2004/O9/30.
`
`Goodstservices
`G s. s: Insurance,
`100 101 102.
`US
`Ic 036.
`Class Status —- ACTIVE.
`reinsurance, underwriting and actuarial services, namely underwriting
`for all types of insurance, namely, property, casualty, dental,
`medical, fire, marine, automobile, vehicle, theft, life and
`professional insurance; and insurance consultation. First Use:
`2004/09/30. First Use In Commerce: 2004/09/30.
`
`Goodsiservices
`G & S: Providing
`100 101 107.
`US
`IC 041.
`Class Status —- ACTIVE.
`training to insurance company staff in the field of insurance, namely,
`property, casualty dental, medical, fire marine, automobile, vehicle,
`theft, life and professional insurance. First Use: 2004/09/30. First
`
`-1-
`
`

`
`Print: Aug 29, 2006
`
`78515380
`
`Use In Commerce: 2004/09/30.
`
`Disclaimer statement
`NO CLAIM IS MADE TO THE EXCLUSIVE RIGHT TO USE "RISK USA" APART FROM
`THE MARK AS SHOWN.
`
`Filing Date
`2004/ 11/ ll
`
`Examlnlng Attorney
`FISHER, LA TONIA
`
`Attorney of Record
`Brian S . Steinberger
`
`

`
`

`
`Print: Aug 29, 2006
`
`78570810
`
`DESIGN MARK
`
`Serial Number
`78570810
`
`Status
`REGISTERED
`
`Word Mark
`COVERAGE OPTIONS ASSOCIATES
`
`Standard Character Mark
`Yes
`
`Registration Number
`3057693
`
`Date Registered
`2ooe/o2/o7
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`CMNHBI
`Kentucky Hospital Service Company of Kentucky, LLC LTD LIAB CO
`KENTUCKY 2501 Nelson Miller Parkway Louisville KENTUCKY 402232221
`
`Goodslservices
`G & S: cost
`100 101 102.
`US
`IC 035.
`Class Status —— ACTIVE.
`management for health care benefit plans of others; health care cost
`review; and health care utilization and review services. First Use:
`1997/O5/19. First Use In Commerce: 1997/OT/10.
`
`Goodsfservices
`G & s: claims
`100 101 102.
`US
`IC 035.
`Class Status -- ACTIVE.
`adjustment services in the field of insurance;
`insurance
`administration in the field of life and health and property and
`casualty;
`insurance agencies in the field of life and health and
`property and casualty;
`insurance brokerage in the field of life and
`health and property and casualty;
`insurance claims administration;
`insurance claims processing: insurance consultation; risk management;
`organizing preferred provider programs in the field of workers’
`compensation; and administration of preferred provider plans in the
`field of workers’ compensation. First Use: 199?/05/19. First Use In
`Commerce: 1997/07/10.
`
`-1-
`
`

`
`Print: Aug 29, 2006
`
`78570810
`
`Prior Regi-.5tratinn(s)
`2258194;2258l95
`
`Disclaimer statement
`No CLAIM IS MADE To THE EXCLUSIVE RIGHT To USE "ASSOCIATES" APART FROM
`THE MARK As suovm.
`
`Section 2f Statement
`As to COVERAGE OPTIONS
`
`Filing Date
`2005/02/18
`
`Examining Attorney
`OSBORNE, STANLEY I.
`
`Attorney of Record
`Sect A. Duvall
`
`

`
`
`
`OPTIONS
`
`AS
`
`

`
`Print: Aug 29, 2006
`
`78579764
`
`DESIGN MARK
`
`Serial Number
`78579764
`
`status
`REGI STERE D
`
`Wordlymark
`MINISTRY IS YOUR PASSION
`
`standard character Mark
`Yes
`
`Registration Number
`3063288
`
`Date Registered
`2006/02/28
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`CMNDBP
`Brotherhood Mutual Insurance Company CORPORATION INDIANA 6400
`Brotherhood Way P.0. Box 2227 Fort Wayne INDIANA 468012227
`
`Goodslservices
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status -— ACTIVE.
`services, namely,
`insurance agency and brokerage services;
`insurance
`underwriting, marketing and administration in the field of property,
`liability, life, fire, travel, unemployment, disability and accident,
`workers‘ compensation, and automobile insurance; and,
`insurance
`consultation services. First Use: 2004/01/20. First Use In Commerce:
`2004/01/20.
`
`Filing Date
`2005/03/03
`
`Examining Attorney
`KING, LINDA
`
`Attorney of Record
`Dwayne K. Goetzel
`
`

`
`
`
`

`
`Print: Aug 29, 2006
`
`78591715
`
`DESIGN MARK
`
`Serial Number
`78591715
`
`status
`REGISTERED
`
`Word Mark
`INsUREUsA INSURANCE AGENCY
`
`standard character Mark
`No
`
`Registration Number
`3065963
`
`Date Registered
`2006/O3/07
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`[3] DESIGN PLUS WORDS, LETTERS AND/OR NUMBERS
`
`tmuner
`InsureUSA Insurance Agency CORPORATION GEORGIA 7079 Hayden Quarry RD
`Lithonia GEORGIA 30038
`
`Goodslservices
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status —- ACTIVE.
`services. namely, writing property, casualty, life, health and
`accident insurance. First Use: 2004/03/O3. First Use In Commerce:
`2004/03/03.
`
`Disclaimer statement
`NO CLAIM IS MADE TO THE EXCLUSIVE RIGHT TO use "INSUREUSA" and
`"INSURANCE AGENCY" APART FROM THE MARK AS SHOWN.
`
`Filing Date
`2005/03/21
`
`Examining Attorney
`MCCRAY, RENEE
`
`

`
`

`
`Prinl: Aug 29, 2006
`
`78598280
`
`DESIGN MARK
`
`Serial Number
`78598280
`
`Status
`REGISTERED
`
`Word: Mark
`IT'S GOOD TO BELONG
`
`standard character Mark
`Yes
`
`‘Registration Number
`3071002
`
`Date Registered
`2006/03/21
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Manrk Drawing code
`(4) STANDARD CHARACTER MARK
`
`CWWNH
`Nationwide Mutual Insurance Company CORPORATION OHIO 1-07-14 One
`Nationwide Plaza
`Office of General Counsel Columbus
`OHIO 432152220
`
`Goodsfservices
`INSURANCE
`G 5. S:
`100 101 102.
`US
`IC 036.
`Class Status —— ACTIVE.
`SERVICES, NAMELY, UNDERWRITING AND BROKERAGE OF LIFE, HEALTH, ANNUITY,
`PROPERTY AND CASUALTY INSURANCE; FINANCIAL SERVICES, NAMELY,
`DISTRIBUTION AND BROKERAGE OF MUTUAL FUNDS, MONEY MARKET FUNDS,
`PENSION PLANS, AND IRA PLANS. First Use: 2003/01/31. First Use In
`Commerce: 2003/01/31 .
`
`Filing Date
`2005/ 03/ 30
`
`Examining Attorney
`RINKER, ANTHONY
`
`Attorney or Record
`HEATHER A.
`YARBROUGH, ESQ.
`
`

`
`
`
`

`
`Print: Aug 29, 2006
`
`78606281
`
`DESIGN MARK
`
`Serial Number
`78606281
`
`Status
`REGISTERED
`
`Word. Mark
`AIG CONSTRUCTION soLUTIoNs
`
`Standard character Mark
`Yes
`
`Registration Number
`3105281
`
`Date Registered
`2006/06/13
`
`Type of Mark
`SERVICE MARK
`
`Reygister
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`Owner
`American International Group, Inc. CORPORATION DELAWARE 70 Pine Street
`New York NEW YORK 10270
`
`Gaoodslservices
`G & S: Insurance
`100 101 102.
`IC 036._ US
`Class Status -- ACTIVE.
`underwriting services, namely property and casualty insurance,
`professional liability insurance, workers’ Compensation, accident and
`health insurance and surety coverages for the construction industry.
`First Use: 2005/03/14. First Use In Commerce: 2005/03/14.
`
`|PrIor Re'gIstratlon(s)
`1151229;1l72557;l273845;AND OTHERS
`
`Disclaimer Statement
`No CLAIM IS MADE TO THE EXCLUSIVE RIGHT To USE "CONSTRUCTION
`SOLUTIONS" APART FROM THE MARK AS SHOWN.
`
`Filing Date
`2005/04/11
`
`Examining Attorney
`
`

`
`Print: Aug 29, 2006
`
`78606281
`
`PIGNATELLO , ELI ZABETH
`
`Attorney of Record
`James D.
`Zalewa
`
`

`
`AIG CTION SLUTIONS
`
`

`
`Print: Aug 29. 2006
`
`78609712
`
`DESIGN MARK
`
`Serial Number
`78609712
`
`Status
`REGISTERED
`
`Word Mark
`S SELECTIVE INSURANCE
`
`Standard Character Mark
`No
`
`‘Registration Number
`3097767
`
`Date Registered
`2006/05/30
`
`Type of'Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(3) DESIGN PLUS WORDS, LETTERS AND/OR NUMBERS
`
`Owner
`Selective Insurance Group, Inc. CORPORAIION NEW JERSEY 40 Wantage
`Avenue Branchville NEW JERSEY 07890
`
`_
`Goodsiservices
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status -— ACTIVE.
`underwriting in the field of property and casualty insurance, health
`insurance, and flood insurance;
`insurance claims processing and
`administration; providing employee benefits and risk management
`products and services, namely, workers’ compensation; risk management
`services;
`loss control management services,
`insurance claim adjusting,
`and insurance administration services. First Use: 2000/00/00. First
`Use In Commerce: 2000/00/00.
`
`Prior Registration(s)
`1824614;2218839;243E942
`
`.
`Disclaimer statement
`No CLAIM IS MADE To THE EXCLUSIVE RIGHT TO USE "INSURANCE" APART FROM
`THE MARK AS SHOWN.
`
`Description of Mark
`
`

`
`Print: Aug 29. 2006
`
`78609712
`
`The mark consists of a diamond logo with a stylized "S" positioned
`inside the diamond logo, and to the right of the diamond logo,
`the
`word "Selective" located above the word "Insurance" with a line
`between them.
`
`colors claimed
`light blue, dark blue, and black is/are claimed as a
`"The colorlsl
`feature of the mark."
`
`Part of Mark in Color
`The color light blue appears in the eemi—circles within the diamond
`design.
`The color dark blue appears in the letter "S" within the
`diamond design and in the word "Selective".
`The color black appears
`in the word "Insurance" and the line under the word "Selective".
`
`Filing Date
`2005/04/15
`
`Examining Attorney
`CARROLL, DORITT L.
`
`Attomay of Record
`Stephen P. McNamara
`
`

`
`Insurance
`
`

`
`Print: Aug 29, 2006
`
`78609730
`
`DESIGN MARK
`
`Serial Number
`78609730
`
`Status
`REGISTERED
`
`Word Mark
`SELECTIVE INSURANCE
`
`standard Character Mark
`Yes
`
`Registration Number
`3106366
`
`Date Registered
`2006/06/20
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`(NUDE?
`Selective Insurance Group, Inc; CORPORATION NEW JERSEY 40 Wantage
`Avenue Branchville NEW JERSEY 07890
`
`Goodslservices
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status —- ACTIVE.
`underwriting in the field of property and casualty insurance, health
`insurance, and flood insurance;
`insurance claims processing and
`administration; providing employee benefits and risk management
`products and services, namely, workers’ compensation; risk management
`services;
`loss control management services,
`insurance claim adjusting,
`and insurance administration services. First Use: 1986/00/00. First
`Use In Commerce: 1986/00/00.
`
`Prior Registration(s)
`1824614;2218839;2436942
`
`Disclaimer statement
`No CLAIM IS MADE To THE EXCLUSIVE RIGHT To USE "INSURANCE" APART FROM
`THE MARK AS SHOWN.
`
`Filing Date
`
`

`
`78609730
`
`Print: Aug 29, 2006
`
`2005/04/15
`
`Examining Attorney
`STINE, DAVID
`
`Attorney of Record
`Stephen P. McNamara
`
`

`
`SELECTIVE
`
`

`
`Print: Aug 29, 2006
`
`78635658
`
`DESIGN MARK
`
`Serial Number
`78635658
`
`Status
`REGISTERED
`
`Word _Mark
`FINCOR SOLUT IONS
`
`standard character Mark
`Yes
`
`RBQHHNHNHINUHHNH
`3100535
`
`Date Registered
`2006/06/O6
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`(IMHO?
`Fincor Holdings, Inc. CORPORATION MICHIGAN 6215 West St. Joseph
`Highway Lansing MICHIGAN 48917
`
`M
`Goodsiservices»
`insurance
`G & S:
`100 101 102.
`US
`IC 036.
`Class Status —— ACTIVE.
`agency brokerage services in the fields of property, casualty, life
`and health». First Use: 2005/05/O4. First Use In Commerce:
`2005/05/04 .
`
`Filing Date
`2005/05/24
`
`Examining Attorney
`CI-IARLON, BARNEY
`
`Attorney of Record
`R. Scott Keller
`
`

`
`

`
`Print: Aug. 29. 2006
`
`7864-1 121
`
`DESIGN MARK
`
`Serial Number
`78641121
`
`status
`REGISTERED
`
`Word _M ark
`SOMEDAY STARTS HERE .
`
`Standard Character Mark
`No
`
`Registration Number
`3116765
`
`Dahflegkweni
`2006/O7/18
`
`Type ofwlark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(51 WORDS, LETTERS, AND/OR NUMBERS IN STYLIZED FORM
`
`Owner
`Starts Here LLC LTD LIAB C0 ARKANSAS P.O. Box 699 Bentonville ARKANSAS
`72712
`
`_
`Goodslservicee
`G & S: Financial
`100 101 102.
`US
`IC 036.
`Class Status —— ACTIVE.
`services, namely, banking, money lending and investment services,
`namely,
`funds investment,
`investment brokerage,
`investment banking,
`and insurance services, namely, writing property and casualty
`insurance, and insurance annuities. First Use: 2002/O9/09. First Use
`In Commerce: 2002/09/O9.
`
`Filing Date
`2005/06/01
`
`Examlnlng Attorney
`PIGNATELLO, ELIZABETH
`
`Attorney of Record
`Joe D. Calhoun
`
`

`
`
`
`so
` ar he,
`
`
`
`

`
`Print: Aug 29, 2006
`
`78643334
`
`DESIGN MARK
`
`Serial ‘N umber
`78643334
`
`Status
`REGISTERED
`
`Word ‘Mark
`DOCTORS LINK
`
`Standard character Mark
`Yes
`
`‘Registration Number
`3093103
`
`Date Registered
`2006/05/16
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`:4") STANDARD CHARACTER MARK
`
`CMNDBI
`Doctors Link, LLC LTD LIAB CO ARKANSAS 3015 Free Ferry Road Fort Smith
`ARKANSAS 72903
`
`V
`Goodslservices
`G & S: Providing
`100 101 102.
`US
`IC 036.
`Class Status —— ACTIVE.
`preferred financial services, namely, securities brokerage, and
`financial advisory and insurance services, namely, health, property,
`casualty, accident, life, and professional liability insurance,
`to
`physicians and other health care professionals. First Use:
`2005/02/21. First Use In Commerce: 2005/02/21.
`
`Disclaimer Statement
`NO CLAIM IS MADE TO THE EXCLUSIVE RIGHT TO USE "DOCTORS" APART FROM
`THE MARK AS SHOWN.
`
`Filing Date
`2005/06/03
`
`Examlnlngnttomay
`DE JONGE , KATHY
`
`

`
`Print: Aug 29, 2006
`
`78643334
`
`Attomey of Record
`John E. Pruniski, III
`
`

`
`
`
`

`
`Print: Aug 29, 2005
`
`78656887
`
`DESIGN MARK
`
`Serial ‘Number
`78656887
`
`Status
`REGISTERED
`
`Word ‘Mark
`STONEBRIDGE CASUALTY INSURANCE COMPANY
`
`standard character Mark
`No
`
`Registration Number
`3103817
`
`Date Registered
`2006/O6/13
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(3) DESIGN PLUS WORDS, LETTERS. AND/OR NUMBERS
`
`Owner
`Commonwealth General Corporation CORPORATION DELAWARE 400 West Market
`Street Louisville KENTUCKY 40232
`
`Goodsiservices»
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status -- ACTIVE.
`services, namely, brokerage, claims processing, consultation,
`underwriting and administration of property insurance, disability
`insurance, fidelity and surety insurance, marine and transportation
`insurance, casualty insurance, credit insurance, accident and health
`insurance, motor vehicle insurance, aircraft insurance, workers‘
`compensation insurance, fire insurance, malpractice insurance,
`earthquake insurance, liability insurance, mortgage guaranty
`insurance, homeowners insurance, crop and livestock insurance,
`personal injury insurance. First Use: 2002/06/10. First Use In
`Commerce: 2002/06/10.
`
`Prior Registratioms)
`283048?;2830488;2832578
`
`Disclaimer statement
`No CLAIM IS MADE TO THE EXCLUSIVE RIGHT TO USE CASUALTY INSURANCE
`
`-1-
`
`

`
`Print: Aug 29, 2006
`
`78656887
`
`COMPANY APART FROM THE MARK AS SHOWN.
`
`Filing Date
`2005/06/23
`
`Examlnlng Attorney
`FAHRENKOPF PAUL E:
`
`Attorney of Record
`Ned T. Himmelrich
`
`

`
`‘fire EBRIDGE CASUALTY
`
`Insurance Company
`
`

`
`Prinl: Aug 29, 2006
`
`78673450
`
`DESIGN. MARK
`
`Serial ‘Number
`78673450
`
`Status
`REGISTERED
`
`Word Mark
`UFPC INSURANCE CONNECTION
`
`standard Charactermark
`Yes
`
`Registration Number
`3120076
`
`Date Registered
`2006/O7/25
`
`Type of Mark
`sERvIcE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing code
`(4) STANDARD CHARACTER MARK
`
`Owner
`Unified Foodservice Purchasing Co-Op, LLC LIMITED LIABILITY COMPANY
`KENTUCKY Suite 300 950 Breckenridge Lane Louisville KENTUCKY 40207
`
`_
`Goodslservices
`G & S: Insurance
`100 101 102.
`US
`IC 036.
`Class Status -— ACTIVE.
`services, namely,
`insurance brokerage in the field of life, health,
`property and Casualty insurance and insurance underwriting services in
`the field of life, health, property and casualty insurance. First
`Use: 2005/O3/00. First Use In Commerce: 2005/03/00.
`
`Prior Re'gIstrat|on(s)
`3002916
`
`Disclaimer statement
`NO CLAIM IS MADE To THE EXCLUSIVE RIGHT To USE "INSURANCE" APART FROM
`THE MARK AS SHOWN.
`
`Filing Date
`2005/07/19
`
`Examining Attorney
`
`

`
`Print: Aug 29, 2006
`
`78673450
`
`EDGE, KRTRINA
`
`Attorney of Record
`Cynthia L . Stewart
`
`

`
`UFPC Insurance Connection
`
`

`
`Print: Aug 29. 2006
`
`78714338
`
`DESIGN MARK
`
`Serial ‘Number
`78714338
`
`Status
`REGI STERE D
`
`Word_M_arl:
`NATIONWIDE Es.-TA DE su LADo
`
`Standard character Mark
`Yes
`
`Registration Number
`3123745
`
`Date Registered
`2006/O8/O1
`
`Type of Mark
`SERVICE MARK
`
`Register
`PRINCIPAL
`
`Mark Drawing. code
`(4) STANDARD CHARACTER MARK
`
`Chflhef
`Nationwide Mutual Insurance Company CORPORATION OHIO 1-07-14, Office
`of General Counsel One Nationwide Plaza Columbus OHIO 432152220
`
`b
`Goodslservicesa
`INSURANCE
`G & s:
`100 101 102.
`US
`IC 036.
`class Status —— ACTIVE.
`SERVICES; NAMELY, UNDERWRITING LIFE, HEALTH, ANNUITY, PROPERTY AND
`CASUALTY INSURANCE: FINANCIAL SERVICES3.NAMELY, THE SALE OF MUTUAL
`FUNDS, MONEY MARKET FUNDS, PENSION PLANS AND IRA PLANS. First Use:
`2002/06/30. First Use In Commerce: 2002/06/30.
`
`Prlor Re'glstrartlon(s)
`0854888;1793850;2017147;AND OTHERS
`
`Translation Statement
`The English translation of ES-TA DE su LADo is IS on youa SIDE.
`
`Filing Date
`2005/09/16
`
`Examining Altomey
`WILKE ,
`JOHN
`
`

`
`Print: Aug 29, 2006
`
`78714-338
`
`Attnmey of Record
`Heather A. Yarbrougl-1., Esq.
`
`

`
`NA'l'I()NVWII)H. l*lS'l'A 1)}-'1 SU I..Al)()
`
`

`
`52:1 mloucts mo ssmncis IN
`United States
`
`}vNYsE:AlGM;5.80 -$50.08
`‘
`oa.v2o:oao4m PM er-
`
`Earn 8.55% Integest
`in a VALIC Annuity
`can nodaynor havea
`"
`
`on‘ Quality Term
`Lite lnsurancew
`
`Naed more information’?
`gmgfl on Call MF 6am-8pm EDT
`USA: 1-877-638-4244
`Wotldwido: *1-903379-3160
` 1
`Advlxoty Information in the event
`olsuxpldnus fraudulent wtlvitles
`
`Copytight02000 - 2008 American lntemational Group. Inc. All right: tosarvod.
`unda§94_8f29_{20_0_8
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`ptovidod by mambo: companies ofAmotioan Intalnational Group. Inc.
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`omen product and undue: to cusiornus across the globe.
`
`‘dzwtindioatlon 9c|m¢,20 min-not
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`

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`
`‘£3.16-Tllilis !
`
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`
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`
`
`
`M, Abeei Unirrin
`
`The Right Company
`
`V
`
`4
`i
`
`:
`
`of the Hall
`
`2»:
`
`Among the brands in ,Unitrin's Property and Casualty Insurance business are Unitrin
`Kemper*Auto and Home, Unitrin, Specialty, and Unitrin, Business Insurance, which sell
`personal andcommercial insurance through a network of independent-agents. in
`addition, Unitrin Direct sells auto insurance directly to consumers. Unitrin’s Life and
`Health insurance businesses bring a high level of personalized senrice to our
`customers. Fireside Bank finances pre-owned automobiles through the purchase of
`retail installment contracts frorn automobile dealers. We think that you should know
`that
`
`c -We ‘are a’$3 billion financial services company with more-than 6 million policies
`in force-and $25 billion in annual premium revenues.
`
`‘o Unitrin is aproud family of companies. employing 8,200 associates and with over
`$9 billion in assets.
`
`c We have more'than_i_11Cl,UUU consumer financepustomers accounting for $1
`billion in consumer finance receivables.
`
`Company Highlights
`_
`Unitrin Property &'Casua.Qyi Insurance
`The Property and Casualty Insurance Group is made upof. Unitrin KemperAuto'and
`Home,-Unitrin Specialty, and Unitrin_Business insurance, which sell personal and
`commercial insurancevthrough a network of indep_ende_nt agents; and Unitrin Direct",
`which sells personal auto insurancedirectly to consumers.
`
`a Represents 75% of Unitrin‘_s_$2.5 billion of annual insurance. premiums.
`
`o Acquired,:Kemp_er,A,uto and Home in 2002. adding $700_mil|ion of annual
`premium,
`
`.Um‘tn'n Life & Health insurance
`
`

`
`
`
`uunnu any so uuunu rnvuuunuu
`
`Unitrin's Life and Health Insurance Group otters life. health. and accident insurance to
`customers through a national network of 2.500 company-employed career agents and
`250 independent agents.
`
`Llnitrin Life 8. Health brings a high‘ level of personalized service to ‘our customers,
`producing predictable revenue streams that-enhance Unitrin's financial flexibility and
`balance sheet strength.
`
`Consumer Finance
`Fireside Bank is one of the oldest and most hihly regarded consumer finance
`companies of its kind, It specializes in assisting individuals with marginal credit
`histories to purchase preowned automobiles that provide vital transportation to their
`places of employment.
`
`Fireside Bank achieved record operating profits in 2005.
`
`Organizational Strengths
`Unitrin is led by a seasoned management team that values ethical behavior and no-
`nonsense business results.
`
`o Our three separate businesses together make Unitrin one of the nation's leading
`financial service providers,
`
`a Unitrinsoperating companies have a great degree of autonomy; enabling them to
`focus on customer needs and act nimbly in the manketplace. This structure
`fosters agility and fast response. and distinguishes Unitrin from larger
`competitors.
`
`9 The breadth and geographicdivereity of three businesses complement one
`another and temper the impact ot tluctuatione In interest rates and economic
`cycles.
`
`Code of Business Conduct and Ethics
`
`Unitrln lea straightforward company that strives to be upfront and honest in all
`our business and other dealings.
`
`At Unitrin, we recognize that the manner in which we conduct our business. and the
`perception of such conduct by our customers, shareholders. and the general public, is
`of paramount lmponance to_ the Iong~term success of our organization.
`
`Unitrin expects its associates to act in accordance with im_
` -
`
`We «law have is
`
`scone Unitrin. Inc.
`
`

`
`
`
`
`MEVERSON ~ N00/££i§A~mi
`
`
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`COMMEKCE
`
`Kelley Insurance Agency
`103 W. Main St.
`Everson, WA 98247
`
`Mailing Address:
`PO Box 367
`Everson, WA 98247
`
`
`
`
`
`
`617 Cherry St.
`PO Box 175
`Sumas. WA 98295
`
`

`
`
`
` Anthony H. Kelley, Secffreas.
`insurance and financial services to Whatcom County.
`Brief Description-of Services: Independent insurance Agents and Brokers. Providing complete
` Brief History: Providing property. casualty. life. and health insurance. as well as bonding and notary
`
`Owners:
`
`Harlan Kelley, Pres.
`
`Dolores Kelley. Vice Pres.
`
`public services since 1946.
`
`Everson - (360) 966-3732
`
`Sumas - (360) 988-2462
`
`Fax: (360) 968-2819
`
`Email: i_rl‘i_<xc3;§<ellexg*_i'nsure.com
`
`Web Address: v~.wrsr.l<elleyinsure.c0m
`
`Hours: Monday -Friday, 8:30 am - 5:00 pm
`
`

`
` ‘I .!u.l!|L'. 1-. -1-=.-s
`
`
`
`our THE BEST lN.lMW£:. UFE, H EALTH, PROPERTY
`
`MY BEST memos Am:
`
`THE ones WHO shim;
`
`Pe"8°na”>ud9eflfl9
`°"" ‘“"‘9 "‘°"°V
`
`_2’3\l\lD CASUALTY ll\lSUR2‘5\l\lCE
`I WANT TO l3R0TECT MY FAMILY AND MY
`BELONGINGS.
`
`Most of us are concerned about finances not only for
`ourselves, bu