| Goods and Services | Consulting, asset management, communication, education and administration services to plan sponsors such as corporations, banks, insurance companies or other financial institutions, in the design, implementation and management of nonqualified benefit plans, including, split-dollar plans, bonus plans, and other benefits plans and financial products used by plans sponsors to informally finance nonqualified benefit plan related liabilities, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; Consulting, asset management, communication, education and administration services in the marketing of nonqualified benefit plans, including, split dollar plans, bonus plans, and other benefits plans and financial products used by plans sponsors to finance liabilities, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; Development of plans, marketing materials, enrollment and conversion procedures, website facilities, and financial product management and reporting systems for nonqualified benefit plans, including split dollar plans, bonus plans, and other benefits plans and financial products used by Plan sponsors to informally finance non-qualified benefits liabilities related liabilities to such plans, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; and Insurance Consulting in the field of bank owned life insurance and corporate owned life insurance and Insurance services, namely, field underwriting, carrier and policy review and benchmarking. and recordkeeping and policy administration of bank owned life insurance and corporate owned life insurance. to Consulting, asset management, communication, education and administration services to plan sponsors such as corporations, banks, insurance companies or other financial institutions, in the design, implementation and management of nonqualified benefit plans, including split-dollar plans, bonus plans, and other benefits plans and financial products used by plans sponsors to informally finance nonqualified benefit plan related liabilities, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; Consulting, asset management, communication, education and administration services in the marketing of nonqualified benefit plans, including, split dollar plans, bonus plans, and other benefits plans and financial products used by plans sponsors to finance liabilities, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; Development of plans, marketing materials, enrollment and conversion procedures, website facilities, and financial product management and reporting systems for nonqualified benefit plans, including split dollar plans, bonus plans, and other benefits plans and financial products used by Plan sponsors to informally finance non-qualified benefits liabilities related liabilities to such plans, and life insurance or other financial products otherwise purchased and owned by Plan sponsors; and Insurance Consulting in the field of bank owned life insurance and corporate owned life insurance and Insurance services, namely, field underwriting, carrier and policy review and benchmarking. and recordkeeping and policy administration of bank owned life insurance and corporate owned life insurance |
