CMS INSURANCE ESTATE PLANNING
Filed: July 27, 1998
Insurance services including life insurance and premium financing programs designed for use in estate and business planning…
Owned by: Capital Management Strategies, Inc.
Serial Number: 75526312
CMS II
Promotion of financial and insurance services, on behalf of third parties
Owned by: Capital Management Strategies, Inc.
Serial Number: 77002825
ELIOS
Premium financed life insurance products
Owned by: Capital Management Strategies, Inc.
Serial Number: 78510322
NIOS
Premium financed insurance products
Owned by: Capital Management Strategies, Inc.
Serial Number: 78510323
NON-RECOURSE INSURABILITY OPTION STRATEGY
PREMIUM FINANCED INSURANCE PRODUCTS
Owned by: Capital Management Strategies, Inc.
Serial Number: 78522230
GENERATIONAL ASSET TRANSFER
Promotion and brokerage of insurance service products
Owned by: Capital Management Strategies, Inc.
Serial Number: 85010896
GAT
Filed: April 9, 2010
Promotion of insurance services on behalf of third parties
Owned by: Capital Management Strategies, Inc.
Serial Number: 85010897
GENERATIONAL SPLIT DOLLAR
Promotion and brokerage of insurance service products
Owned by: Capital Management Strategies, Inc.
Serial Number: 85010898
GSD
Filed: April 9, 2010
Promotion of insurance services on behalf of third parties
Owned by: Capital Management Strategies, Inc.
Serial Number: 85010900
INTELLIGENT LEVERAGE
Promotion of life insurance service products on behalf of third parties
Owned by: Capital Management Strategies, Inc.
Serial Number: 86554484
INTELLIGENT LEVERAGE WITH LIFE INSURANCE
Filed: March 5, 2015
Promotion of life insurance service products on behalf of third parties
Owned by: Capital Management Strategies, Inc.
Serial Number: 86554533
CMS CAPITAL MAXIMIZATION STRATEGY
Filed: March 31, 2017
Administration services, namely, insurance consulting in the field of life insurance and financial management designed for…
Owned by: Capital Management Strategies, Inc.
Serial Number: 87394291
CMS CAPITAL MAXIMIZATION STRATEGY
Filed: March 31, 2017
Administration services, namely, insurance consulting in the field of life insurance and financial management designed for…
Owned by: Capital Management Strategies, Inc.
Serial Number: 87394627
CAPITAL MAXIMIZATION STRATEGY
Filed: March 31, 2017
administration services, namely, insurance consulting in the field of life insurance and financial management designed for…
Owned by: Capital Management Strategies, Inc.
Serial Number: 87394686
SUCCESSION CAPITAL ALLIANCE
Filed: September 23, 2024
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial…
Owned by: Capital Management Strategies, Inc.
Serial Number: 98765761
SCA TRUSTED ADVISORS ALLIANCE
Filed: September 23, 2024
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial…
Owned by: Capital Management Strategies, Inc.
Serial Number: 98765802
S SUCCESSION CAPITAL ALLIANCE
Filed: September 24, 2024
Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial…
Owned by: Capital Management Strategies, Inc.
Serial Number: 98765838
