| Goods and Services | Teaching and training in the fields of insurance, financial services and technology; educational services, namely, conducting seminars, workshops, conferences, lectures and tutorials in the fields of personal, professional, business and organizational development, and including the distribution of course materials in connection therewith; business mentoring in the field of business development; professional coaching services in the field of business development; life coaching services in the field of business development; personal, professional, business and organizational development training; training in the field of financial institution management and lending; providing group coaching, in-person learning forums, workshops and seminars in the financial services industry to financial service providers in the field of data analytics; business training and development training regarding the establishment and building of client relationships; training, namely, training of financial advisors in the areas of selling strategies, personal selling skills and tools, knowledge of annuity products and services, and business and prospect development; providing training for financial institution managers and staff in the fields of customer communications and sales; training, namely, training of financial institution managers to provide them with tools to enhance business management skills, including goal setting, sales action planning, staff communications, and skills for coaching, motivating, tracking performance and providing feedback to lending staff; providing training to financial institution lending staff in the areas of selling strategies, personal selling skills and tools, knowledge of lending insurance products and services; educational services, namely, providing training courses to loan officers in the field of customer service to meet the needs of their borrowers; business training, educational services, namely, one-on-one advisor mentoring, group advisor seminars and presentations regarding strategy and tactics to initiate instructional advisor programs that engage clients and prospects, and professional coaching services in the fields of understanding audience demographics and behavioral finance, networking, lead tracking, business strategy, sales, client relationships and communication, social media presence and strategies, referrals and referral programs, content marketing, seminar strategies, business partnerships, and client customer service, and distribution of course material in connection therewith; educational services, namely, seminars and online courses in the field of pre-planned funeral arrangements; providing on-line non-downloadable publications, namely, newsletters and periodicals in the field of pre-planned funeral arrangements; education services, namely, classes, workshops, non-downloadable webinars, in the field of fiduciary due diligence and financial advisor practice management, and distribution of course materials in connection therewith in printed and electronic format; education services, namely, classes, workshops, non-downloadable webinars in the field of financial literacy, and distribution of course materials in connection therewith in printed and electronic format; providing recognition and incentives by way of awards to demonstrate excellence in the fields of pre-need funeral marketing, insurance underwriting, and insurance agency businesses |
| Goods and Services | Downloadable computer software and downloadable mobile applications for providing information on vehicle lending services, vehicle valuations, vehicle lending and financing information, and vehicle loan interest rates; downloadable software in the nature of a mobile application for providing information on vehicle lending services; downloadable software and downloadable mobile applications for automating the savings process with automatic transfers; downloadable software in the nature of a mobile application for financial account opening and member onboarding for financial services organizations; downloadable computer software for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products; downloadable computer software platforms for pre-approved financing and pre-negotiated vehicle pricing for the purchase of automobiles; downloadable computer software platforms for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products; downloadable computer software for producing documents in banking transactions; downloadable computer software for producing documents in banking transactions in a web-based environment with mobile-enabled output for mobile phones, tablets, and handheld computers |
| Goods and Services | Electronic delivery of loan documents for financial institutions to execute the loans; communication services, namely, electronic transmission of data and documents among users of computers in the nature of customer information in the field of insurance and financial services |
| Goods and Services | Financial analysis; financial data analysis; financial analysis, namely, compiling and analyzing statistics, data, and other sources of information for financial purposes; financial planning; financial forecasting; life-event planning for financial investment purposes; estate planning; financial investment brokerage services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, mutual funds and other securities, and the investment of funds for others; providing on-line financial services, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks and insurance, and obtain financial information via electronic means and use on-line financial calculators; providing the issuance and management of stock certificates backed by loan portfolios which are subsequently managed to ensure the integrity of the certificates; financial administration of qualified and non-qualified retirement plans and investment platforms; financial administration of employee pension plans as a third-party administrator; ERISA fiduciary services for retirement plans, namely, ERISA fiduciary representative services for retirement plans; administration of executive benefits plans and employee benefit plans both concerning insurance and finance; financial consultation; financial retirement plan consulting; financial advice; providing financial and insurance advisory services and consulting services; providing financial advisory services and programs, namely, analysis, advice, and recommendations on personal investment, products, retirement, and life-event planning for financial investment purposes; providing financial advisory services to advisors, employers, and their employees; financial services, namely, providing financial advisory services and programs to advisors, employers, and their employees, namely, analysis, advice, and recommendations on investment, products, retirement, and life event planning for financial investment purposes; insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and investment products, retirement, and life-event planning for financial investment purposes; providing information in the field of finance, financial investments, financial valuations, and retirement planning; assessing insurance claims; insurance claims processing; insurance brokerage services; insurance premium rate computing; insurance actuarial services; actuarial consulting services; insurance services, namely, underwriting, administration, and brokerage of life, disability, accidental death and dismemberment, reinsurance, and annuity insurance; computer services, namely, providing a website, for gathering information about life insurance, obtaining personalized life insurance needs analysis, providing price quotes, and applying on-line for such insurance, policy issuance and delivery and receiving on-going policyholder services providing enrollment for accidental death and dismemberment insurance via the Internet; management of accidental death and dismemberment insurance enrollment processes, namely, gathering applicants' personal information and reviewing the eligibility of applicants; insurance services, namely, administration and brokerage of automobile, motorcycle, recreational vehicle, boat, umbrella, home and health insurance, cyber and security incident insurance, worker's compensation insurance, and mortgage and creditor-placed insurance; Medicare supplement, variable annuity, and long-term care insurance brokerage services; property and casualty and fidelity insurance services, namely, administration, brokerage and underwriting property and business liability insurance, fidelity bonds, professional liability insurance, credit card fraud insurance, property, management liability insurance, fiduciary liability insurance, lenders liability insurance, employment practices liability insurance, blanket collateral protection insurance, public officials liability insurance and business auto insurance; administration and brokerage of mechanical breakdown insurance; administration and underwriting of health and medical insurance for animals and pets; pre-need life insurance, namely, pre-paid funeral expense and final needs services; insurance and financial services, namely, providing financial assistance to families and individuals for necessities of life and emergency expenses in the event of an unforeseen financial hardship due to an extended illness or disability, layoff, job elimination, business closing or an employer-initiated termination or separation from employment; financial services, namely, debt deferment or elimination upon occurrence of certain events to borrower such as unemployment, disability, and death whereby the lender may or may not elect to insure the related contractual risk; consumer lending services; providing lending program plans to financial institutions in the nature of consumer lending services mortgage lending services; providing complementary products and protections for consumer loans through financial institutions to protect the loan and/or collateral for the borrower, namely, underwriting credit insurance, providing underwriting and financial administration in the fields of debt protection plans, guaranteed asset protection plans, and automobile mechanical repair service contracts, and providing administration of mortgage insurance and collateral protection insurance; financial analysis services in the field of consumer financial behavior for the financial services industry; financial data and analytics consulting services for financial institutions; providing a website containing financial and investment data, research, information and product recommendations, information, analysis, and predictions in the field of financial service trends; providing an on-line knowledge repository for information relating to financial and investment data, research, product recommendations, analysis, and predictions in the field of financial service trends; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy; providing online-financial services for advisors, employers, and their employees, namely, providing an internet website portal featuring financial information relating to personal accounts, providing financial information via global computer network and internet, and providing on-line financial calculators; financial services, namely, providing an investment option available for variable annuity and life insurance products, and proprietary trading in stocks, bonds, mutual funds, securities, options, equities, fixed income products and annuities; insurance and financial management services for financial institutions; providing trust services, namely, investment and trust company services; charitable foundation services, namely, providing financial assistance for programs and services of others; charitable foundation services, namely, charitable fundraising to provide funding, grants, scholarships and/or financial assistance for others, and/or programs and services of others; charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships, and financial assistance for programs and services of others; providing venture capital, venture capital financing, development capital, private equity, and investment funding; credit scoring services; financial administration of vehicle protection service plans for credit institutions other than banks, namely, co-operative credit associations, individual financial companies, and financial lenders; administration of extended warranties for land vehicles; extended warranty services, namely, vehicle service contracts |
| Goods and Services | Business data analysis; business research; business research and data analysis services in the fields of insurance, financial services and technology; business management consulting in the field of financial advisory practices; analyzing and compiling business data; data collecting, compiling and analysis in the field of insurance; collection, provision and analysis of market research data and statistics; providing business advice and information in the field of insurance, lending, and financial services via provision of business data analysis, preparation of business reports, business strategy development and consulting services, and business research and data analysis services; business information and business advisory services for the financial services industry, namely, providing data analysis, reporting, strategy and consulting services, and business research and data analysis services; providing a web site featuring information in the field of business management of financial advisory practices; consulting services, namely, consulting regarding business management skills for financial institution managers, namely, providing them with tools to enhance business management skills, including goal setting, sales action planning, staff communications, and skills for coaching, motivating, tracking performance, and providing feedback to lending staff; consulting and advisory services for the financial services industry in the fields of data analytics, advanced analytics, data governance, data reporting, data environment, and consumer activation and insight analytics; systematization of data in computer databases; market research and business analysis; market research and intelligence services and consulting related thereto; market analysis; promoting and marketing the goods and services of others; advertising, promotion, and marketing services; consulting and advisory services in the field of marketing; consumer research; business services, namely, consumer research and consulting related thereto; business services, namely, consumer research into financial attitudes of consumers to help credit unions gain membership and improve service to credit union members, and consulting related thereto; business monitoring and consulting services, namely, tracking financial service and insurance industry trends and providing strategy and insight for the understanding and predicting of trends and actions of consumers, the credit union industry, and credit unions; business management consulting with relation to strategy, marketing, sales, operation, and product design, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; consulting services, namely, providing credit unions with insights into consumers and the credit union industry; advice on the analysis of consumer habits and needs provided with the help of data; business assistance services, namely, assisting credit unions and other companies with customer follow-up to improve customer outcomes and satisfaction; developing, coordinating, and executing marketing and promotional campaigns in the financial services industry; business consultation services in the field of company, business sector and industry data and research; business advice on the analysis of consumer behavior and needs provided with the help of sensory, quality and quantity-related data; providing business intelligence services in the financial services industry; competitive intelligence services; providing demand creation and lead generation activities and services; business consultation related to strategy, marketing, brand awareness and development, sales, operation, business processes, client acquisition and organizational structure in the field of investment advisory services; business consultation in the field of consumer information for financial institions; consulting services on the end-of-life products of others, namely, researching, evaluating, and recommending products and services of others to assist individuals in planning for their personal resource needs, including end of life planning and the disposition of end-of-life mortal remains; business advisory and consulting services in the field of diversity, equity and inclusion; business consulting services, namely, providing analytical tools and strategies for assessing and improving workforce, pay, promotional and hiring diversity, equity, and inclusion; business information services, namely, providing analytics for use in assessing and improving workforce, pay, promotional and hiring diversity, equity, and inclusion; marketing consulting, namely, help in the management of the business affairs or commercial functions of an industrial or commercial enterprise; providing an online customer information service center, featuring video chat, text chat, click to call and email options, in the field of insurance and financial services |
| Goods and Services | Providing information by means of a website in the field of pre-planned funeral arrangements |
| Goods and Services | Data warehousing; data mining; data mining, namely, data conversion of electronic information, data normalization in the nature of modification and reconstruction of database systems for others, data integration in the nature of integration of computer databases for others, data modeling in the nature of the design of computer databases, predictive computer modeling and IT reporting on the performance and functioning of websites of others; data mining in the field of consumer financial behavior for the financial services industry; computer modeling and data modeling in the nature of the design of computer databases; data automation and collection service using proprietary software to evaluate, analyze and collect service data; electronic data storage; design of information graphics and data visualization materials being multidisciplinary visual design services; consulting, configuring and customization of software for financial data integration, reporting, analytics, and business intelligence; providing temporary use of non-downloadable computer software for use in viewing and analyzing data in the fields of personal finance, financial planning, and retirement planning, and capturing and processing loan applications received from mobile devices; providing a website featuring online non-downloadable computer software for use in viewing and analyzing data in the fields of personal finance, financial planning, annuities, and retirement planning; providing an online non-downloadable Internet-based system application featuring technology enabling users in the nature of financial institutions to offer loan options and enable consumers of loans to engage in the process of securing loans, where consumers of loans may access the technology online or via mobile websites; software as a service (SaaS) featuring software for loan origination and processing; software as a service (SaaS) featuring non-downloadable software for processing loan applications, loan origination, managing loans; software as a service (SaaS) featuring non-downloadable software for use in credit processing, risk analysis, identity verification, data analysis, demographic analysis, risk modeling and analytics, and decisioning and analysis; software as a service (SaaS) featuring non-downloadable software for use in production and execution of documents and other legal instruments via digital or electronic signatures, for automation of the origination workflow, for document and data recognition, imaging, indexing and routing; software as a service (SaaS) featuring non-downloadable software to provide a secure internet website portal to communicate and exchange documents in connection with the origination, of loans, enabling qualifying data input through the secure internet website portal; software as a service (SaaS) featuring non- downloadable software for providing integration between loan origination systems, customer and dealer relationship management systems and servicing platforms; providing non-downloadable, online software and software as a service (SaaS) services featuring software for financial account opening and member onboarding for financial services organizations; providing a website featuring non-downloadable software for use in financial planning, and for advising on, quoting, issuing, and customizing guaranteed asset products, credit insurance, debt protection, mechanical repair coverage plans and policies; providing temporary use of a non-downloadable web-based software application for advising on, quoting, issuing, and customizing guaranteed asset protection, credit insurance, debt protection, mechanical repair coverage plans and policies; software as a service (SaaS) provider featuring software in the field of the financial services industry for financial data integration, extraction, ingestion, management, governance, and warehousing; software as a service (SaaS) services featuring software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance, and technical software consulting related thereto; providing temporary use of non-downloadable cloud-based software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance, and technical software consulting related thereto; providing on-line, non-downloadable internet-based software applications for use in capturing and processing loan applications received from mobile devices; providing online non-downloadable computer software for automating the processes of vehicle purchasing, financing and loan compliance documentation; software as a service (SaaS) services, namely, hosting software for use by others for processing loans and refinancing loans, processing loan and refinancing inquiries and applications, loan and refinancing origination and administration, enabling borrowers and potential borrowers to complete, execute, provide and/or upload related documents thereto, and providing notifications and instructions to borrowers therefrom; platform as a service (PAAS) featuring computer software platforms for processing loans and refinancing loans, processing loan and refinancing inquiries and applications, loan and refinancing origination and administration, enabling borrowers and potential borrowers to complete, execute, provide and/or upload related documents thereto, and providing notifications and instructions to borrowers therefrom; providing temporary use of online non-downloadable software and web-based applications for processing loans and refinancing loans, processing loan and refinancing inquiries and applications, loan and refinancing origination and administration, enabling borrowers and potential borrowers to complete, execute, provide and/or upload related documents thereto, and providing notifications and instructions to borrowers therefrom; software as a service (SaaS) featuring software for providing digital banking transactions and financial performance management reporting; software as a service (SaaS) featuring software for digital lending, digital payment protection insurance products, digital mechanical repair insurance products, digital banking (future state), financial performance management reporting, financial advice and insights, savings information, business intelligence reporting, data analytics analysis and reporting, digital insurance products, integration services, and data and analytics consulting services for financial institutions; computer services, namely, providing a website for financial institutions and their employees featuring an on-line community to participate in discussions, get feedback from their peers, and share content and data in the field of lending and credit insurance counseling; providing on-line services for consumers, namely, providing a web site featuring technology that enables users to purchase insurance via electronic means; computer software development; computer services, namely, creating an on-line community for registered users to participate in discussions, get feedback from their peers, form virtual communities, and engage in social networking services in the field of technology and digital process automation; non-downloadable computer software for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products; computer software platforms for pre-approved financing and pre-negotiated vehicle pricing for the purchase of automobiles; non-downloadable computer software platforms for providing comprehensive pre-screening for potential loan applicants related to consumer and commercial loan products |
