To: | Empower Health Equity, Inc. (tawnya@trwlawgroup.com) |
Subject: | U.S. Trademark Application Serial No. 88492378 - VIVE - N/A |
Sent: | September 26, 2019 03:06:21 PM |
Sent As: | ecom117@uspto.gov |
Attachments: | Attachment - 1 Attachment - 2 Attachment - 3 Attachment - 4 Attachment - 5 Attachment - 6 Attachment - 7 Attachment - 8 Attachment - 9 Attachment - 10 Attachment - 11 Attachment - 12 Attachment - 13 Attachment - 14 Attachment - 15 Attachment - 16 Attachment - 17 Attachment - 18 Attachment - 19 Attachment - 20 Attachment - 21 Attachment - 22 Attachment - 23 Attachment - 24 Attachment - 25 Attachment - 26 Attachment - 27 Attachment - 28 Attachment - 29 Attachment - 30 Attachment - 31 Attachment - 32 Attachment - 33 Attachment - 34 |
United States Patent and Trademark Office (USPTO)
Office Action (Official Letter) About Applicant’s Trademark Application
U.S. Application Serial No. 88492378
Mark: VIVE
|
|
Correspondence Address: 19900 MACARTHUR BOULEVARD, SUITE 530
|
|
Applicant: Empower Health Equity, Inc.
|
|
Reference/Docket No. N/A
Correspondence Email Address: |
|
The USPTO must receive applicant’s response to this letter within six months of the issue date below or the application will be abandoned. Respond using the Trademark Electronic Application System (TEAS). A link to the appropriate TEAS response form appears at the end of this Office action.
Issue date: September 26, 2019
The referenced application has been reviewed by the assigned trademark examining attorney. Applicant must respond timely and completely to the issue(s) below. 15 U.S.C. §1062(b); 37 C.F.R. §§2.62(a), 2.65(a); TMEP §§711, 718.03.
SECTION 2(d) REFUSAL – LIKELIHOOD OF CONFUSION
Registration of the applied-for mark is refused because of a likelihood of confusion with the mark in U.S. Registration No. 5310460. Trademark Act Section 2(d), 15 U.S.C. §1052(d); see TMEP §§1207.01 et seq. See the attached registration.
Applicant’s mark is VIVE for “Integrated suite of financial products and services within the environment of a high-deductible health plan offered to employers in a way that helps its employees and members (i) simplify how they pay for and manage their healthcare expenses and (ii) improve their overall financial health and well-being, including consumer card services, savings and credit related products; Mobile first solution will allow its users to manage all their financial accounts, medical claims data, healthcare related tax credits, out of pocket medical and non-medical expenses and supporting documentation and through its AI software to help its members make better financial decisions; assisting its members track key behaviors that impact their physical, financial, and environmental health and well-being and helps its members make better lifestyle choices that lead to better health outcomes; Data aggregated through the software can afford access to improved pricing of insurance and financial products, benefit incentives, rewards and the offering of discounts on health-related products and helps insurers / employers improve their health plan design, developing benefits that help improve the physical and financial well-being of its members / employees.” Registrant’s mark is VIVE GET ON WITH LIFE (+design) for “life insurance brokerage and quoting.”
Trademark Act Section 2(d) bars registration of an applied-for mark that is so similar to a registered mark that it is likely consumers would be confused, mistaken, or deceived as to the commercial source of the goods and/or services of the parties. See 15 U.S.C. §1052(d). Likelihood of confusion is determined on a case-by-case basis by applying the factors set forth in In re E. I. du Pont de Nemours & Co., 476 F.2d 1357, 1361, 177 USPQ 563, 567 (C.C.P.A. 1973) (called the “du Pont factors”). In re i.am.symbolic, llc, 866 F.3d 1315, 1322, 123 USPQ2d 1744, 1747 (Fed. Cir. 2017). Only those factors that are “relevant and of record” need be considered. M2 Software, Inc. v. M2 Commc’ns, Inc., 450 F.3d 1378, 1382, 78 USPQ2d 1944, 1947 (Fed. Cir. 2006) (citing Shen Mfg. Co. v. Ritz Hotel Ltd., 393 F.3d 1238, 1241, 73 USPQ2d 1350, 1353 (Fed. Cir. 2004)); see In re Inn at St. John’s, LLC, 126 USPQ2d 1742, 1744 (TTAB 2018).
Although not all du Pont factors may be relevant, there are generally two key considerations in any likelihood of confusion analysis: (1) the similarities between the compared marks and (2) the relatedness of the compared goods and/or services. See In re i.am.symbolic, llc, 866 F.3d at 1322, 123 USPQ2d at 1747 (quoting Herbko Int’l, Inc. v. Kappa Books, Inc., 308 F.3d 1156, 1164-65, 64 USPQ2d 1375, 1380 (Fed. Cir. 2002)); Federated Foods, Inc. v. Fort Howard Paper Co.,544 F.2d 1098, 1103, 192 USPQ 24, 29 (C.C.P.A. 1976) (“The fundamental inquiry mandated by [Section] 2(d) goes to the cumulative effect of differences in the essential characteristics of the goods [or services] and differences in the marks.”); TMEP §1207.01.
COMPARISON OF THE MARKS
Marks are compared in their entireties for similarities in appearance, sound, connotation, and commercial impression. Stone Lion Capital Partners, LP v. Lion Capital LLP, 746 F.3d 1317, 1321, 110 USPQ2d 1157, 1160 (Fed. Cir. 2014) (quoting Palm Bay Imps., Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 1371, 73 USPQ2d 1689, 1691 (Fed. Cir. 2005)); TMEP §1207.01(b)-(b)(v). “Similarity in any one of these elements may be sufficient to find the marks confusingly similar.” In re Inn at St. John’s, LLC, 126 USPQ2d 1742, 1746 (TTAB 2018) (citing In re Davia, 110 USPQ2d 1810, 1812 (TTAB 2014)); TMEP §1207.01(b).
When comparing marks, “[t]he proper test is not a side-by-side comparison of the marks, but instead whether the marks are sufficiently similar in terms of their commercial impression such that [consumers] who encounter the marks would be likely to assume a connection between the parties.” Cai v. Diamond Hong, Inc., __ F.3d __, 127 USPQ2d 1797, 1801 (Fed. Cir. 2018) (quoting Coach Servs., Inc. v. Triumph Learning LLC, 668 F.3d 1356, 1368, 101 USPQ2d 1713, 1721 (Fed. Cir. 2012)); TMEP §1207.01(b). The proper focus is on the recollection of the average purchaser, who retains a general rather than specific impression of trademarks. In re Inn at St. John’s, LLC, 126 USPQ2d 1742, 1746 (TTAB 2018) (citing In re St. Helena Hosp., 774 F.3d 747, 750-51, 113 USPQ2d 1082, 1085 (Fed. Cir. 2014); Geigy Chem. Corp. v. Atlas Chem. Indus., Inc., 438 F.2d 1005, 1007, 169 USPQ 39, 40 (CCPA 1971)); TMEP §1207.01(b).
In this case, both the applicant’s mark and the registrant’s mark prominently feature the wording VIVE. The fact that the registrant’s mark also contains other wording will not obviate the likelihood of confusion in this case. Although applicant’s mark does not contain the entirety of the registered mark, applicant’s mark is likely to appear to prospective purchasers as a shortened form of registrant’s mark. See In re Mighty Leaf Tea, 601 F.3d 1342, 1348, 94 USPQ2d 1257, 1260 (Fed. Cir. 2010) (quoting United States Shoe Corp., 229 USPQ 707, 709 (TTAB 1985)). Thus, merely omitting some of the wording from a registered mark may not overcome a likelihood of confusion. See In re Mighty Leaf Tea, 601 F.3d 1342, 94 USPQ2d 1257; In re Optica Int’l, 196 USPQ 775, 778 (TTAB 1977); TMEP §1207.01(b)(ii)-(iii). In this case, applicant’s mark does not create a distinct commercial impression from the registered mark because it contains some of the wording in the registered mark and does not add any wording that would distinguish it from that mark.
Additionally, in this case the registrant’s mark has the wording VIVE in a significantly larger font and it is the most visually dominant portion of the registrant’s mark. Although marks are compared in their entireties, one feature of a mark may be more significant or dominant in creating a commercial impression. See In re Detroit Athletic Co., 903 F.3d 1297, 1305, 128 USPQ2d 1047, 1050 (Fed. Cir. 2018) (citing In re Dixie Rests., 105 F.3d 1405, 1407, 41 USPQ2d 1531, 1533-34 (Fed. Cir. 1997)); TMEP §1207.01(b)(viii), (c)(ii). Greater weight is often given to this dominant feature when determining whether marks are confusingly similar. See In re Detroit Athletic Co., 903 F.3d at 1305, 128 USPQ2d at 1050 (citing In re Dixie Rests., 105 F.3d at 1407, 41 USPQ2d at 1533-34).
It is also the case that the fact that the registrant’s mark also contains a design element will not obviate the likelihood of confusion in this case. When evaluating a composite mark consisting of words and a design, the word portion is normally accorded greater weight because it is likely to make a greater impression upon purchasers, be remembered by them, and be used by them to refer to or request the goods and/or services. In re Aquitaine Wine USA, LLC, 126 USPQ2d 1181, 1184 (TTAB 2018) (citing In re Viterra Inc., 671 F.3d 1358, 1362, 101 USPQ2d 1905, 1908 (Fed. Cir. 2012)); TMEP §1207.01(c)(ii). Thus, although marks must be compared in their entireties, the word portion is often considered the dominant feature and is accorded greater weight in determining whether marks are confusingly similar, even where the word portion has been disclaimed. In re Viterra Inc., 671 F.3d at 1366-67, 101 USPQ2d at 1911 (citing Giant Food, Inc. v. Nation’s Foodservice, Inc., 710 F.2d 1565, 1570-71, 218 USPQ2d 390, 395 (Fed. Cir. 1983)). The design element also imitates the letter “V” which just further emphasizes the wording VIVE as the dominant portion of the registrant’s mark.
Therefore, as the applicant’s mark is identical to the dominant portion of the registrant’s mark, namely, the wording VIVE. The marks are confusingly similar.
COMPARISON OF THE SERVICES
In this case, both the applicant and the registrant are providing insurance services. Attached Internet evidence shows that it is common in the applicant’s industry for the same entity to provide the applicant’s services under the same mark as the registrant’s services. For example, Aetna® provides the applicant’s services of products to simplify management and payment of healthcare expenses, manage medical claims data and medical expenses under the same mark as the registrant’s services of life insurance brokerage and quoting. Therefore, as it is common in the applicant’s industry for the same entity to provide the applicant’s services under the same mark as the registrant’s services, the services are considered related for likelihood of confusion purposes. See, e.g., In re Davey Prods. Pty Ltd., 92 USPQ2d 1198, 1202-04 (TTAB 2009); In re Toshiba Med. Sys. Corp., 91 USPQ2d 1266, 1268-69, 1271-72 (TTAB 2009).
Although applicant’s mark has been refused registration, applicant may respond to the refusal by submitting evidence and arguments in support of registration.
In response to this Office action, applicant may present arguments in support of registration by addressing the issue of the potential conflict between applicant’s mark and the marks in the referenced applications. Applicant’s election not to submit arguments at this time in no way limits applicant’s right to address this issue later if a refusal under Section 2(d) issues.
IDENTIFICATION OF GOODS AND SERVICES
The identification of goods and services is unacceptable and must be clarified because it is unclear what specific goods and services the applicant is offering. Downloadable software is in Class 9, financial consulting services are in Class 36, and online non-downloadable software is in Class 42. The applicant must indicate the nature of the goods and services and the function of all software and software services. See 37 C.F.R. §2.32(a)(6); TMEP §1402.01. Applicant may substitute the following wording (with added wording bolded), if accurate:
Class 9: Downloadable software for managing healthcare expenses, improving financial health, and providing consumer card, savings, and credit customer services all within the environment of a high-deductible health plan offered to employers in a way that helps its employees and members; Downloadable software for managing financial accounts, medical claims data, healthcare related tax credits, out of pocket medical and non-medical expenses and supporting documentation to help members make better financial decisions; Downloadable software for assisting members track key behaviors that impact their physical, financial, and environmental health and well-being and helps its members make better lifestyle choices that lead to better health outcomes; Downloadable software for aggregating data in order to afford access to improved pricing of insurance and financial products, benefit incentives, rewards and the offer discounts on health-related products and help insurers and employers improve their health plan design and develop benefits that help improve the physical and financial well-being of members and employees
Class 36: Financial consulting, namely, consulting on managing and paying healthcare expenses, improving financial health, financial management of credit cards and savings accounts, and credit consultation all within the environment of a high-deductible health plan offered to employers in a way that helps its employees and members; Financial consulting, namely, assisting in tracking key financial behaviors that impact their financial health and well-being and help members make better lifestyle choices that lead to better health outcomes
Class 42: Providing online non-downloadable software for managing healthcare expenses, improving financial health, and providing consumer card, savings, and credit customer services all within the environment of a high-deductible health plan offered to employers in a way that helps its employees and members; Providing online non-downloadable software for managing financial accounts, medical claims data, healthcare related tax credits, out of pocket medical and non-medical expenses and supporting documentation to help members make better financial decisions; Providing online non-downloadable software for assisting members track key behaviors that impact their physical, financial, and environmental health and well-being and helps members make better lifestyle choices that lead to better health outcomes; Providing online non-downloadable software for aggregating data in order to afford access to improved pricing of insurance and financial products, benefit incentives, rewards and the offer discounts on health-related products and help insurers and employers improve their health plan design and develop benefits that help improve the physical and financial well-being of members and employees
For assistance with identifying and classifying goods and services in trademark applications, please see the USPTO’s online searchable U.S. Acceptable Identification of Goods and Services Manual. See TMEP §1402.04.
MULTIPLE-CLASS APPLICATION REQUIREMENTS
(1) List the goods and/or services by their international class number in consecutive numerical order, starting with the lowest numbered class.
(2) Submit a filing fee for each international class not covered by the fee(s) already paid (view the USPTO’s current fee schedule). The application identifies goods and/or services that are classified in at least 3 classes; however, applicant submitted a fee(s) sufficient for only 1 class. Applicant must either submit the filing fees for the classes not covered by the submitted fees or restrict the application to the number of classes covered by the fees already paid.
See 15 U.S.C. §§1051(b), 1112, 1126(e); 37 C.F.R. §§2.32(a)(6)-(7), 2.34(a)(2)-(3), 2.86(a); TMEP §§1403.01, 1403.02(c).
See an overview of the requirements for a Section 1(b) multiple-class application and how to satisfy the requirements online using the Trademark Electronic Application System (TEAS) form.
If the applicant has any questions or requires assistance in responding to this Office Action, please contact the assigned examining attorney.
TEAS PLUS OR TEAS REDUCED FEE (TEAS RF) APPLICANTS – TO MAINTAIN LOWER FEE, ADDITIONAL REQUIREMENTS MUST BE MET, INCLUDING SUBMITTING DOCUMENTS ONLINE: Applicants who filed their application online using the lower-fee TEAS Plus or TEAS RF application form must (1) file certain documents online using TEAS, including responses to Office actions (see TMEP §§819.02(b), 820.02(b) for a complete list of these documents); (2) maintain a valid e-mail correspondence address; and (3) agree to receive correspondence from the USPTO by e-mail throughout the prosecution of the application. See 37 C.F.R. §§2.22(b), 2.23(b); TMEP §§819, 820. TEAS Plus or TEAS RF applicants who do not meet these requirements must submit an additional processing fee of $125 per class of goods and/or services. 37 C.F.R. §§2.6(a)(1)(v), 2.22(c), 2.23(c); TMEP §§819.04, 820.04. However, in certain situations, TEAS Plus or TEAS RF applicants may respond to an Office action by authorizing an examiner’s amendment by telephone or e-mail without incurring this additional fee.
How to respond. Click to file a response to this nonfinal Office action
/Stephanie Rydland/
Stephanie Rydland
Examining Attorney
Law Office 117
(571) 272-7226
Stephanie.Rydland@uspto.gov
RESPONSE GUIDANCE