| Goods and Services | Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Brokerage in the field of employee benefits and insurance; Consulting and information concerning insurance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Design and development of insurance policies for others; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of businesses; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial evaluation for insurance purposes; Financial information provided by electronic means in the field of employee benefits and insurance; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of insurance provided by professional advisors and businesses; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning related to starting and running a company; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance administration; Insurance administration in the field of employee benefits and insurance; Insurance agencies; Insurance agencies in the field of employee benefits and insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of prize indemnity; Insurance brokerage in the field of employee benefits and insurance; Insurance brokerage services; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of employee benefits and insurance; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits, insurance, and financial industry; Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid and Medicare eligibility status and related information; Insurance services, namely, underwriting all insurance; Insurance services, namely, underwriting, issuance and administration of life, health, accident, disability, and fire insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Providing a website featuring educational information in the field of business insurance; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial information via a web site; Providing information in insurance matters; Providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network; Providing information regarding workers' compensation insurance policy rates; Providing insurance premium rate quotes via on-line, telephone and mail means |
| Goods and Services | Administering discount medical, cosmetic and aesthetic service programs, namely, negotiating contracts with providers of medical, cosmetic and aesthetic services, to enable participant members to obtain discounts on the purchase of medical, cosmetic and aesthetic products and services through the use of discount membership cards; Administration of a consumer membership program for enabling participants to receive product samples and discounts in the field of health and wellness clinics; Administration of a discount program for enabling participants to obtain discounts on goods and services through use of a discount membership card; Administration of a discount program for enabling participants to obtain discounts on the cost of services or receive improved services through use of a membership card; Administration of employee benefit plans concerning fitness club memberships; Association services, namely, promoting awareness of health, wellness, and safety to employees; [ Association services, namely, promoting diversity in the restaurant and hotel industries on behalf of employees, vendors, management, and owners; ] Association services, namely, promoting the interests of insurance, employee benefits, and financial advisors; Association services, namely, promoting public awareness of health, wellness, and safety; [ Business management of insurance agencies and brokers on an outsourcing basis; ] Conducting and administering a program for participating health and fitness clubs featuring discounts on club membership for access to the clubs to program members; Facilitating the exchange of needed information for financial compensation via the Internet; [ Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Financial record-keeping for insurance risk management for professional advisors and businesses; Financial record-keeping for insurance risk management for professional advisors and businesses via the Internet; Financial records management; ] Financial statement preparation and analysis for businesses; [ Homeowner association services, namely, promoting the interests of homeowners in a specific community and marketing the community nationwide to prospective new residents and property owners; Medical records coding services for others in the nature of assignment of diagnostic and procedural codes for purposes of reimbursement from insurance; ] Membership club services in the nature of providing discounts to members in the field of health and wellness clinics; Membership club services providing discounts and processing rebates for the services of others; Membership club services providing discounts to members on real estate commissions and mortgage fees; Membership club services, namely, providing on-line information to members in the fields of branding, business development, business marketing, and marketing; [ Promoting the goods and services of others by providing an interactive website where users can increase the current value of an online discount being offered by purchasing the goods and services associated with that discount in the form of an online coupon, voucher or gift card; ] Promotion of financial and insurance services, on behalf of third parties; Providing a pricing program in the field of property and casualty insurance through which members of designated associations, organizations, and groups may be offered or granted downward adjustments in the premiums for such insurance; [ Providing business research services, namely, researching dental patient insurance information for dental offices; ] Providing health insurance exchanges in the nature of a marketplace that offers purchasers of health insurance a variety of plans from different insurance providers; [ Providing insurance agent referrals; ] Providing statistical evaluation of insurance claims performance measures for others; Tracking and monitoring insurance compliance for business purposes; Trade association services, namely, promoting the interests of insurance, employee benefits, and financial advisors |
